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 | $62,276 | $104,106-40.2% | $71,086-12.4% | $135,375-54.0% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -5.81% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $750 | $1,485-49.5% | $1,088-31.1% | $4,779-84.3% |
| Participant deferral / active EE | $881 | $2,527-65.1% | $1,874-53.0% | $5,609-84.3% |
| Admin fee / account holder | $522 | $4,142-87.4% | $3,082-83.1% | $10,827-95.2% |