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 | $50,004 | $138,065-63.8% | $123,544-59.5% | $135,375-63.1% |
| Participation rate | 46.7% | 84.7%-38.1pp | 82.3%-35.6pp | 82.6%-36.0pp |
| Annual return | -7.54% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,080 | $5,151-79.0% | $4,628-76.7% | $4,779-77.4% |
| Participant deferral / active EE | $5,262 | $6,799-22.6% | $6,426-18.1% | $5,609-6.2% |
| Admin fee / account holder | $5,645 | $10,916-48.3% | $9,284-39.2% | $10,827-47.9% |