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 | $61,774 | $104,106-40.7% | $71,086-13.1% | $135,375-54.4% |
| Participation rate | 21.4% | 65.7%-44.2pp | 54.7%-33.2pp | 82.6%-61.2pp |
| Annual return | -7.60% | 1256.30%-1263.9pp | 650.59%-658.2pp | 519.73%-527.3pp |
| Employer contribution / active EE | $137 | $1,485-90.8% | $1,088-87.4% | $4,779-97.1% |
| Participant deferral / active EE | $137 | $2,527-94.6% | $1,874-92.7% | $5,609-97.6% |
| Admin fee / account holder | $919 | $4,142-77.8% | $3,082-70.2% | $10,827-91.5% |