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 | $42,013 | $138,044-69.6% | $125,339-66.5% | $134,475-68.8% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.2pp | 81.2%-42.1pp |
| Annual return | -19.85% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,829 | $5,243-65.1% | $4,814-62.0% | $4,740-61.4% |
| Participant deferral / active EE | $3,837 | $7,799-50.8% | $7,446-48.5% | $6,400-40.0% |
| Admin fee / account holder | $6,481 | $11,571-44.0% | $10,010-35.2% | $11,426-43.3% |