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 | $48,004 | $138,065-65.2% | $123,544-61.1% | $135,375-64.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.21% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,274 | $5,151-55.9% | $4,628-50.9% | $4,779-52.4% |
| Participant deferral / active EE | $4,489 | $6,799-34.0% | $6,426-30.1% | $5,609-20.0% |
| Admin fee / account holder | $5,699 | $10,916-47.8% | $9,284-38.6% | $10,827-47.4% |