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 9-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 | $59,477 | $138,044-56.9% | $125,339-52.5% | $134,475-55.8% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -10.99% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,491 | $5,243-52.5% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $4,805 | $7,799-38.4% | $7,446-35.5% | $6,400-24.9% |
| Admin fee / account holder | $7,226 | $11,571-37.5% | $10,010-27.8% | $11,426-36.8% |