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 | $31,094 | $90,600-65.7% | $79,464-60.9% | $135,375-77.0% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 82.6%-29.7pp |
| Annual return | -7.72% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,578 | $3,068-48.6% | $2,800-43.6% | $4,779-67.0% |
| Participant deferral / active EE | $2,100 | $4,050-48.1% | $3,704-43.3% | $5,609-62.6% |
| Admin fee / account holder | $933 | $5,907-84.2% | $5,113-81.8% | $10,827-91.4% |