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 | $39,761 | $106,543-62.7% | $91,220-56.4% | $134,475-70.4% |
| Participation rate | 45.5% | 76.8%-31.4pp | 73.2%-27.7pp | 81.2%-35.8pp |
| Annual return | -16.66% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,403 | $3,331-57.9% | $2,850-50.8% | $4,740-70.4% |
| Participant deferral / active EE | $1,980 | $4,719-58.0% | $4,234-53.2% | $6,400-69.1% |
| Admin fee / account holder | $3,476 | $6,231-44.2% | $5,420-35.9% | $11,426-69.6% |