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 | $44,107 | $106,543-58.6% | $91,220-51.6% | $134,475-67.2% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -17.10% | 160.60%-177.7pp | 114.01%-131.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,026 | $3,331-69.2% | $2,850-64.0% | $4,740-78.3% |
| Participant deferral / active EE | $3,116 | $4,719-34.0% | $4,234-26.4% | $6,400-51.3% |
| Admin fee / account holder | $1,031 | $6,231-83.5% | $5,420-81.0% | $11,426-91.0% |