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 | $38,605 | $104,106-62.9% | $71,086-45.7% | $135,375-71.5% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.7%-10.2pp | 82.6%-38.2pp |
| Annual return | -7.79% | 1256.30%-1264.1pp | 650.59%-658.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,768 | $1,485+19.1% | $1,088+62.6% | $4,779-63.0% |
| Participant deferral / active EE | $2,522 | $2,527-0.2% | $1,874+34.6% | $5,609-55.0% |
| Admin fee / account holder | $3,936 | $4,142-5.0% | $3,082+27.7% | $10,827-63.6% |