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 | $52,576 | $97,757-46.2% | $83,848-37.3% | $135,375-61.2% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -9.30% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,500 | $4,222-40.8% | $3,631-31.2% | $4,779-47.7% |
| Participant deferral / active EE | $5,921 | $4,682+26.4% | $4,082+45.1% | $5,609+5.6% |
| Admin fee / account holder | $539 | $6,674-91.9% | $5,478-90.2% | $10,827-95.0% |