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 | $117,386 | $138,044-15.0% | $125,339-6.3% | $134,475-12.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.13% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,761 | $5,243-66.4% | $4,814-63.4% | $4,740-62.9% |
| Participant deferral / active EE | $7,242 | $7,799-7.1% | $7,446-2.7% | $6,400+13.2% |
| Admin fee / account holder | $3,415 | $11,571-70.5% | $10,010-65.9% | $11,426-70.1% |