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 | $32,443 | $138,044-76.5% | $125,339-74.1% | $134,475-75.9% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -9.07% | 750.33%-759.4pp | 572.05%-581.1pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,821 | $5,243-65.3% | $4,814-62.2% | $4,740-61.6% |
| Participant deferral / active EE | $4,604 | $7,799-41.0% | $7,446-38.2% | $6,400-28.1% |
| Admin fee / account holder | $67,751 | $11,571+485.5% | $10,010+576.9% | $11,426+493.0% |