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 | $94,703 | $190,805-50.4% | $159,960-40.8% | $134,475-29.6% |
| Participation rate | 41.7% | 81.9%-40.3pp | 78.0%-36.3pp | 81.2%-39.6pp |
| Annual return | -18.86% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,640 | $4,995-47.1% | $4,226-37.5% | $4,740-44.3% |
| Participant deferral / active EE | $2,640 | $6,923-61.9% | $6,182-57.3% | $6,400-58.7% |
| Admin fee / account holder | $45,762 | $10,471+337.0% | $8,698+426.1% | $11,426+300.5% |