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 | $53,166 | $92,703-42.6% | $82,719-35.7% | $134,475-60.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -18.72% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,145 | $3,274-65.0% | $3,009-61.9% | $4,740-75.8% |
| Participant deferral / active EE | $3,613 | $4,802-24.8% | $4,395-17.8% | $6,400-43.6% |
| Admin fee / account holder | $1,116 | $5,983-81.3% | $5,329-79.1% | $11,426-90.2% |