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 | $62,491 | $190,805-67.2% | $159,960-60.9% | $134,475-53.5% |
| Participation rate | 53.3% | 81.9%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -16.56% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,394 | $4,995-52.1% | $4,226-43.4% | $4,740-49.5% |
| Participant deferral / active EE | $3,969 | $6,923-42.7% | $6,182-35.8% | $6,400-38.0% |
| Admin fee / account holder | $2,855 | $10,471-72.7% | $8,698-67.2% | $11,426-75.0% |