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 | $34,737 | $180,449-80.7% | $154,107-77.5% | $135,375-74.3% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -8.76% | 888.09%-896.8pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,325 | $6,035-78.0% | $5,298-75.0% | $4,779-72.3% |
| Participant deferral / active EE | $4,749 | $5,806-18.2% | $5,081-6.5% | $5,609-15.3% |
| Admin fee / account holder | $1,882 | $16,143-88.3% | $13,411-86.0% | $10,827-82.6% |