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 | $55,844 | $91,538-39.0% | $129,995-57.0% | $75,163-25.7% |
| Participation rate | 52.1% | 71.4%-19.4pp | 78.5%-26.4pp | 67.2%-15.1pp |
| Annual return | 19.21% | -631.11%+650.3pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $915 | $2,845-67.8% | $4,320-78.8% | $2,670-65.7% |
| Participant deferral / active EE | $2,007 | $4,341-53.8% | $5,820-65.5% | $4,125-51.3% |
| Admin fee / account holder | $586 | $6,790-91.4% | $10,614-94.5% | $5,651-89.6% |