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 | $58,934 | $97,757-39.7% | $83,848-29.7% | $135,375-56.5% |
| Participation rate | 30.4% | 80.0%-49.5pp | 76.1%-45.7pp | 82.6%-52.2pp |
| Annual return | -8.56% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,402 | $4,222-66.8% | $3,631-61.4% | $4,779-70.7% |
| Participant deferral / active EE | $2,179 | $4,682-53.5% | $4,082-46.6% | $5,609-61.1% |
| Admin fee / account holder | $2,680 | $6,674-59.8% | $5,478-51.1% | $10,827-75.2% |