See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,602 | $106,543-24.3% | $91,220-11.6% | $134,475-40.1% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | -11.93% | 160.60%-172.5pp | 114.01%-125.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,364 | $3,331-59.0% | $2,850-52.1% | $4,740-71.2% |
| Participant deferral / active EE | $7,911 | $4,719+67.7% | $4,234+86.9% | $6,400+23.6% |
| Admin fee / account holder | $1,484 | $6,231-76.2% | $5,420-72.6% | $11,426-87.0% |