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 | $116,748 | $180,449-35.3% | $154,107-24.2% | $135,375-13.8% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -6.76% | 888.09%-894.8pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,334 | $6,035-77.9% | $5,298-74.8% | $4,779-72.1% |
| Participant deferral / active EE | $3,045 | $5,806-47.6% | $5,081-40.1% | $5,609-45.7% |
| Admin fee / account holder | $10,762 | $16,143-33.3% | $13,411-19.7% | $10,827-0.6% |