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 | $45,922 | $97,757-53.0% | $83,848-45.2% | $135,375-66.1% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -9.17% | 1287.37%-1296.5pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,278 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $3,164 | $4,682-32.4% | $4,082-22.5% | $5,609-43.6% |
| Admin fee / account holder | $4,138 | $6,674-38.0% | $5,478-24.5% | $10,827-61.8% |