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 5-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 | $122,365 | $190,805-35.9% | $159,960-23.5% | $134,475-9.0% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -19.19% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $5,500 | $4,995+10.1% | $4,226+30.2% | $4,740+16.0% |
| Participant deferral / active EE | $8,200 | $6,923+18.4% | $6,182+32.6% | $6,400+28.1% |
| Admin fee / account holder | $1,065 | $10,471-89.8% | $8,698-87.8% | $11,426-90.7% |