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 | $54,953 | $97,757-43.8% | $83,848-34.5% | $135,375-59.4% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -4.93% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,132 | $4,222-49.5% | $3,631-41.3% | $4,779-55.4% |
| Participant deferral / active EE | $4,016 | $4,682-14.2% | $4,082-1.6% | $5,609-28.4% |
| Admin fee / account holder | $20,233 | $6,674+203.2% | $5,478+269.3% | $10,827+86.9% |