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 | $41,774 | $180,449-76.9% | $154,107-72.9% | $135,375-69.1% |
| Participation rate | 68.2% | 87.4%-19.2pp | 83.0%-14.9pp | 82.6%-14.5pp |
| Annual return | -5.04% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,455 | $6,035-75.9% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $2,318 | $5,806-60.1% | $5,081-54.4% | $5,609-58.7% |
| Admin fee / account holder | $1,745 | $16,143-89.2% | $13,411-87.0% | $10,827-83.9% |