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 | $43,585 | $84,695-48.5% | $73,843-41.0% | $125,391-65.2% |
| Participation rate | 44.4% | 76.8%-32.3pp | 73.4%-29.0pp | 83.2%-38.7pp |
| Annual return | -1.63% | 3123.53%-3125.2pp | 2267.84%-2269.5pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,273 | $3,123-59.2% | $2,787-54.3% | $4,866-73.8% |
| Participant deferral / active EE | $1,629 | $3,992-59.2% | $3,583-54.5% | $5,352-69.6% |
| Admin fee / account holder | $4,878 | $5,691-14.3% | $4,8800% | $9,540-48.9% |