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 | $90,478 | $180,449-49.9% | $154,107-41.3% | $135,375-33.2% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -4.97% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,510 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $3,439 | $5,806-40.8% | $5,081-32.3% | $5,609-38.7% |
| Admin fee / account holder | $51,850 | $16,143+221.2% | $13,411+286.6% | $10,827+378.9% |