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 | $69,479 | $135,635-48.8% | $110,238-37.0% | $135,375-48.7% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -2.16% | 513.19%-515.3pp | 314.74%-316.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,549 | $4,906-68.4% | $3,826-59.5% | $4,779-67.6% |
| Participant deferral / active EE | $3,889 | $5,506-29.4% | $4,672-16.8% | $5,609-30.7% |
| Admin fee / account holder | $1,237 | $11,457-89.2% | $8,547-85.5% | $10,827-88.6% |