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 | $89,752 | $97,757-8.2% | $83,848+7.0% | $135,375-33.7% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -4.83% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $892 | $4,222-78.9% | $3,631-75.4% | $4,779-81.3% |
| Participant deferral / active EE | $1,849 | $4,682-60.5% | $4,082-54.7% | $5,609-67.0% |
| Admin fee / account holder | $4,977 | $6,674-25.4% | $5,478-9.1% | $10,827-54.0% |