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 | $45,558 | $104,106-56.2% | $71,086-35.9% | $135,375-66.3% |
| Participation rate | 38.1% | 65.7%-27.6pp | 54.7%-16.6pp | 82.6%-44.5pp |
| Annual return | -6.87% | 1256.30%-1263.2pp | 650.59%-657.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $412 | $1,485-72.3% | $1,088-62.1% | $4,779-91.4% |
| Participant deferral / active EE | $2,112 | $2,527-16.4% | $1,874+12.7% | $5,609-62.3% |
| Admin fee / account holder | $2,486 | $4,142-40.0% | $3,082-19.4% | $10,827-77.0% |