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 | $39,557 | $190,805-79.3% | $159,960-75.3% | $134,475-70.6% |
| Participation rate | 54.2% | 81.9%-27.8pp | 78.0%-23.8pp | 81.2%-27.1pp |
| Annual return | -8.82% | 552.23%-561.1pp | 408.60%-417.4pp | 417.96%-426.8pp |
| Employer contribution / active EE | $1,222 | $4,995-75.5% | $4,226-71.1% | $4,740-74.2% |
| Participant deferral / active EE | $1,486 | $6,923-78.5% | $6,182-76.0% | $6,400-76.8% |
| Admin fee / account holder | $4,201 | $10,471-59.9% | $8,698-51.7% | $11,426-63.2% |