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 | $63,697 | $190,805-66.6% | $159,960-60.2% | $134,475-52.6% |
| Participation rate | 65.0% | 81.9%-16.9pp | 78.0%-13.0pp | 81.2%-16.2pp |
| Annual return | -13.06% | 552.23%-565.3pp | 408.60%-421.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,368 | $4,995-72.6% | $4,226-67.6% | $4,740-71.1% |
| Participant deferral / active EE | $6,391 | $6,923-7.7% | $6,182+3.4% | $6,400-0.1% |
| Admin fee / account holder | $1,141 | $10,471-89.1% | $8,698-86.9% | $11,426-90.0% |