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 | $83,675 | $97,757-14.4% | $83,848-0.2% | $135,375-38.2% |
| Participation rate | 41.7% | 80.0%-38.3pp | 76.1%-34.5pp | 82.6%-41.0pp |
| Annual return | -5.27% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $825 | $4,222-80.4% | $3,631-77.3% | $4,779-82.7% |
| Participant deferral / active EE | $2,581 | $4,682-44.9% | $4,082-36.8% | $5,609-54.0% |
| Admin fee / account holder | $2,609 | $6,674-60.9% | $5,478-52.4% | $10,827-75.9% |