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 | $45,168 | $95,971-52.9% | $74,550-39.4% | $135,375-66.6% |
| Participation rate | 45.8% | 75.7%-29.8pp | 69.1%-23.3pp | 82.6%-36.8pp |
| Annual return | -6.69% | 56.96%-63.7pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,468 | $3,843-61.8% | $3,108-52.8% | $5,609-73.8% |
| Admin fee / account holder | $441 | $6,522-93.2% | $5,060-91.3% | $10,827-95.9% |