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 | $54,425 | $104,106-47.7% | $71,086-23.4% | $135,375-59.8% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -9.13% | 1256.30%-1265.4pp | 650.59%-659.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $345 | $1,485-76.8% | $1,088-68.3% | $4,779-92.8% |
| Participant deferral / active EE | $411 | $2,527-83.7% | $1,874-78.1% | $5,609-92.7% |
| Admin fee / account holder | $2,064 | $4,142-50.2% | $3,082-33.1% | $10,827-80.9% |