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 | $11,724 | $104,106-88.7% | $71,086-83.5% | $135,375-91.3% |
| Participation rate | 52.6% | 65.7%-13.0pp | 54.7%-2.0pp | 82.6%-30.0pp |
| Annual return | -1.26% | 1256.30%-1257.6pp | 650.59%-651.8pp | 519.73%-521.0pp |
| Employer contribution / active EE | $387 | $1,485-74.0% | $1,088-64.4% | $4,779-91.9% |
| Participant deferral / active EE | $747 | $2,527-70.5% | $1,874-60.2% | $5,609-86.7% |
| Admin fee / account holder | $2,251 | $4,142-45.6% | $3,082-27.0% | $10,827-79.2% |