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 | $52,995 | $190,805-72.2% | $159,960-66.9% | $134,475-60.6% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -17.77% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,554 | $4,995-48.9% | $4,226-39.6% | $4,740-46.1% |
| Participant deferral / active EE | $6,176 | $6,923-10.8% | $6,182-0.1% | $6,400-3.5% |
| Admin fee / account holder | $1,523 | $10,471-85.5% | $8,698-82.5% | $11,426-86.7% |