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 | $62,036 | $90,600-31.5% | $79,464-21.9% | $135,375-54.2% |
| Participation rate | 52.4% | 76.0%-23.7pp | 73.3%-21.0pp | 82.6%-30.3pp |
| Annual return | -9.31% | 977.43%-986.7pp | 718.14%-727.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,124 | $3,068-63.4% | $2,800-59.9% | $4,779-76.5% |
| Participant deferral / active EE | $1,870 | $4,050-53.8% | $3,704-49.5% | $5,609-66.7% |
| Admin fee / account holder | $605 | $5,907-89.8% | $5,113-88.2% | $10,827-94.4% |