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 | $61,341 | $97,757-37.3% | $83,848-26.8% | $135,375-54.7% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -7.70% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $978 | $4,222-76.8% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $2,498 | $4,682-46.6% | $4,082-38.8% | $5,609-55.5% |
| Admin fee / account holder | $5,045 | $6,674-24.4% | $5,478-7.9% | $10,827-53.4% |