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 8-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 | $58,806 | $138,044-57.4% | $125,339-53.1% | $134,475-56.3% |
| Participation rate | 26.7% | 84.5%-57.8pp | 82.4%-55.7pp | 81.2%-54.6pp |
| Annual return | -20.26% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,461 | $5,243-72.1% | $4,814-69.6% | $4,740-69.2% |
| Participant deferral / active EE | $3,595 | $7,799-53.9% | $7,446-51.7% | $6,400-43.8% |
| Admin fee / account holder | $2,417 | $11,571-79.1% | $10,010-75.9% | $11,426-78.8% |