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 | $58,353 | $90,600-35.6% | $79,464-26.6% | $135,375-56.9% |
| Participation rate | 47.6% | 76.0%-28.4pp | 73.3%-25.7pp | 82.6%-35.0pp |
| Annual return | -6.34% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,219 | $3,068-60.3% | $2,800-56.5% | $4,779-74.5% |
| Participant deferral / active EE | $1,397 | $4,050-65.5% | $3,704-62.3% | $5,609-75.1% |
| Admin fee / account holder | $4,102 | $5,907-30.5% | $5,113-19.8% | $10,827-62.1% |