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 | $43,920 | $97,757-55.1% | $83,848-47.6% | $135,375-67.6% |
| Participation rate | 12.5% | 80.0%-67.5pp | 76.1%-63.6pp | 82.6%-70.1pp |
| Annual return | -6.67% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $16,887 | $4,222+300.0% | $3,631+365.1% | $4,779+253.4% |
| Participant deferral / active EE | $8,417 | $4,682+79.8% | $4,082+106.2% | $5,609+50.1% |
| Admin fee / account holder | $8,053 | $6,674+20.7% | $5,478+47.0% | $10,827-25.6% |