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 | $84,352 | $92,703-9.0% | $82,719+2.0% | $134,475-37.3% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.6%-25.5pp | 81.2%-34.2pp |
| Annual return | -16.62% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $997 | $3,274-69.5% | $3,009-66.9% | $4,740-79.0% |
| Participant deferral / active EE | $1,862 | $4,802-61.2% | $4,395-57.6% | $6,400-70.9% |
| Admin fee / account holder | $935 | $5,983-84.4% | $5,329-82.4% | $11,426-91.8% |