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 | $36,461 | $97,757-62.7% | $83,848-56.5% | $135,375-73.1% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | -4.66% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,593 | $4,682-66.0% | $4,082-61.0% | $5,609-71.6% |
| Admin fee / account holder | $8,110 | $6,674+21.5% | $5,478+48.0% | $10,827-25.1% |