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 | $52,878 | $180,449-70.7% | $154,107-65.7% | $135,375-60.9% |
| Participation rate | 63.2% | 87.4%-24.3pp | 83.0%-19.9pp | 82.6%-19.5pp |
| Annual return | -7.01% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,819 | $6,035-69.9% | $5,298-65.7% | $4,779-61.9% |
| Participant deferral / active EE | $3,323 | $5,806-42.8% | $5,081-34.6% | $5,609-40.8% |
| Admin fee / account holder | $1,586 | $16,143-90.2% | $13,411-88.2% | $10,827-85.4% |