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 | $65,690 | $180,449-63.6% | $154,107-57.4% | $135,375-51.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.86% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,528 | $6,035-74.7% | $5,298-71.2% | $4,779-68.0% |
| Participant deferral / active EE | $3,015 | $5,806-48.1% | $5,081-40.7% | $5,609-46.3% |
| Admin fee / account holder | $860 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |