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 | $55,207 | $90,600-39.1% | $79,464-30.5% | $135,375-59.2% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -1.94% | 977.43%-979.4pp | 718.14%-720.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,271 | $3,068-58.6% | $2,800-54.6% | $4,779-73.4% |
| Participant deferral / active EE | $3,794 | $4,050-6.3% | $3,704+2.4% | $5,609-32.4% |
| Admin fee / account holder | $2,698 | $5,907-54.3% | $5,113-47.2% | $10,827-75.1% |