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 9-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 | $37,518 | $138,044-72.8% | $125,339-70.1% | $134,475-72.1% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | -13.53% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,302 | $5,243-75.2% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $3,377 | $7,799-56.7% | $7,446-54.7% | $6,400-47.2% |
| Admin fee / account holder | $1,849 | $11,571-84.0% | $10,010-81.5% | $11,426-83.8% |