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 | $53,308 | $97,757-45.5% | $83,848-36.4% | $135,375-60.6% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -9.28% | 1287.37%-1296.6pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $900 | $4,222-78.7% | $3,631-75.2% | $4,779-81.2% |
| Participant deferral / active EE | $4,345 | $4,682-7.2% | $4,082+6.5% | $5,609-22.5% |
| Admin fee / account holder | $650 | $6,674-90.3% | $5,478-88.1% | $10,827-94.0% |