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 7-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 | $46,076 | $88,594-48.0% | $70,092-34.3% | $134,475-65.7% |
| Participation rate | 43.5% | 74.9%-31.5pp | 70.5%-27.0pp | 81.2%-37.7pp |
| Annual return | -18.29% | 442.67%-461.0pp | 190.73%-209.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $656 | $3,233-79.7% | $2,559-74.4% | $4,740-86.2% |
| Participant deferral / active EE | $1,494 | $4,772-68.7% | $3,849-61.2% | $6,400-76.7% |
| Admin fee / account holder | $1,690 | $10,441-83.8% | $6,267-73.0% | $11,426-85.2% |