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 | $62,988 | $90,600-30.5% | $79,464-20.7% | $135,375-53.5% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -3.52% | 977.43%-980.9pp | 718.14%-721.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,081 | $3,068-64.8% | $2,800-61.4% | $4,779-77.4% |
| Participant deferral / active EE | $3,035 | $4,050-25.1% | $3,704-18.1% | $5,609-45.9% |
| Admin fee / account holder | $619 | $5,907-89.5% | $5,113-87.9% | $10,827-94.3% |