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 | $36,624 | $84,695-56.8% | $73,843-50.4% | $125,391-70.8% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -1.89% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,200 | $3,123-61.6% | $2,787-56.9% | $4,866-75.3% |
| Participant deferral / active EE | $4,013 | $3,992+0.5% | $3,583+12.0% | $5,352-25.0% |
| Admin fee / account holder | $1,618 | $5,691-71.6% | $4,880-66.8% | $9,540-83.0% |