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 | $11,778 | $104,106-88.7% | $71,086-83.4% | $135,375-91.3% |
| Participation rate | 0.0% | 65.7%-65.7pp | 54.7%-54.7pp | 82.6%-82.6pp |
| Annual return | -9.39% | 1256.30%-1265.7pp | 650.59%-660.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $387 | $1,485-74.0% | $1,088-64.5% | $4,779-91.9% |
| Participant deferral / active EE | $461 | $2,527-81.7% | $1,874-75.4% | $5,609-91.8% |
| Admin fee / account holder | $2,320 | $4,142-44.0% | $3,082-24.7% | $10,827-78.6% |