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 | $44,298 | $104,106-57.4% | $71,086-37.7% | $135,375-67.3% |
| Participation rate | 23.5% | 65.7%-42.1pp | 54.7%-31.1pp | 82.6%-59.1pp |
| Annual return | -10.58% | 1256.30%-1266.9pp | 650.59%-661.2pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,600 | $1,485+7.7% | $1,088+47.1% | $4,779-66.5% |
| Participant deferral / active EE | $3,572 | $2,527+41.4% | $1,874+90.6% | $5,609-36.3% |
| Admin fee / account holder | $395 | $4,142-90.5% | $3,082-87.2% | $10,827-96.3% |