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 | $80,589 | $180,449-55.3% | $154,107-47.7% | $135,375-40.5% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | -6.92% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,029 | $6,035-66.4% | $5,298-61.7% | $4,779-57.6% |
| Participant deferral / active EE | $2,169 | $5,806-62.6% | $5,081-57.3% | $5,609-61.3% |
| Admin fee / account holder | $2,370 | $16,143-85.3% | $13,411-82.3% | $10,827-78.1% |