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 | $52,748 | $138,044-61.8% | $125,339-57.9% | $134,475-60.8% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -12.74% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,018 | $5,243-61.5% | $4,814-58.1% | $4,740-57.4% |
| Participant deferral / active EE | $5,366 | $7,799-31.2% | $7,446-27.9% | $6,400-16.2% |
| Admin fee / account holder | $2,564 | $11,571-77.8% | $10,010-74.4% | $11,426-77.6% |