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 | $39,759 | $95,971-58.6% | $74,550-46.7% | $135,375-70.6% |
| Participation rate | 69.6% | 75.7%-6.1pp | 69.1%+0.4pp | 82.6%-13.1pp |
| Annual return | -8.66% | 56.96%-65.6pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $369 | $2,716-86.4% | $1,961-81.2% | $4,779-92.3% |
| Participant deferral / active EE | $2,916 | $3,843-24.1% | $3,108-6.2% | $5,609-48.0% |
| Admin fee / account holder | $1,279 | $6,522-80.4% | $5,060-74.7% | $10,827-88.2% |