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 | $169,681 | $104,106+63.0% | $71,086+138.7% | $135,375+25.3% |
| Participation rate | 10.5% | 65.7%-55.1pp | 54.7%-44.1pp | 82.6%-72.1pp |
| Annual return | -9.88% | 1256.30%-1266.2pp | 650.59%-660.5pp | 519.73%-529.6pp |
| Employer contribution / active EE | $297 | $1,485-80.0% | $1,088-72.7% | $4,779-93.8% |
| Participant deferral / active EE | $1,895 | $2,527-25.0% | $1,874+1.1% | $5,609-66.2% |
| Admin fee / account holder | $1,979 | $4,142-52.2% | $3,082-35.8% | $10,827-81.7% |