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 | $24,561 | $99,640-75.4% | $86,436-71.6% | $134,475-81.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -20.38% | 6782.58%-6803.0pp | 4394.89%-4415.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,152 | $4,400-73.8% | $3,769-69.4% | $4,740-75.7% |
| Participant deferral / active EE | $3,676 | $7,246-49.3% | $6,952-47.1% | $6,400-42.6% |
| Admin fee / account holder | $458 | $8,371-94.5% | $6,731-93.2% | $11,426-96.0% |