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 | $111,619 | $138,044-19.1% | $125,339-10.9% | $134,475-17.0% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.8pp | 81.2%-24.7pp |
| Annual return | -17.20% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,340 | $5,243-55.4% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $6,381 | $7,799-18.2% | $7,446-14.3% | $6,400-0.3% |
| Admin fee / account holder | $4,852 | $11,571-58.1% | $10,010-51.5% | $11,426-57.5% |