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 | $96,031 | $180,449-46.8% | $154,107-37.7% | $135,375-29.1% |
| Participation rate | 38.9% | 87.4%-48.5pp | 83.0%-44.1pp | 82.6%-43.8pp |
| Annual return | -7.32% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,440 | $6,035-76.1% | $5,298-72.8% | $4,779-69.9% |
| Participant deferral / active EE | $2,766 | $5,806-52.4% | $5,081-45.6% | $5,609-50.7% |
| Admin fee / account holder | $9,382 | $16,143-41.9% | $13,411-30.0% | $10,827-13.3% |