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 | $43,676 | $84,695-48.4% | $73,843-40.9% | $125,391-65.2% |
| Participation rate | 57.9% | 76.8%-18.9pp | 73.4%-15.5pp | 83.2%-25.3pp |
| Annual return | -2.88% | 3123.53%-3126.4pp | 2267.84%-2270.7pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,071 | $3,123-65.7% | $2,787-61.6% | $4,866-78.0% |
| Participant deferral / active EE | $1,726 | $3,992-56.8% | $3,583-51.8% | $5,352-67.7% |
| Admin fee / account holder | $1,677 | $5,691-70.5% | $4,880-65.6% | $9,540-82.4% |