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 | $47,621 | $190,805-75.0% | $159,960-70.2% | $134,475-64.6% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -14.76% | 552.23%-567.0pp | 408.60%-423.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,803 | $4,995-63.9% | $4,226-57.3% | $4,740-62.0% |
| Participant deferral / active EE | $9,691 | $6,923+40.0% | $6,182+56.7% | $6,400+51.4% |
| Admin fee / account holder | $14,351 | $10,471+37.0% | $8,698+65.0% | $11,426+25.6% |