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 8-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 | $49,293 | $97,757-49.6% | $83,848-41.2% | $135,375-63.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -4.22% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,895 | $4,222-55.1% | $3,631-47.8% | $4,779-60.3% |
| Participant deferral / active EE | $2,442 | $4,682-47.9% | $4,082-40.2% | $5,609-56.5% |
| Admin fee / account holder | $19,846 | $6,674+197.4% | $5,478+262.3% | $10,827+83.3% |