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 | $55,093 | $101,283-45.6% | $75,826-27.3% | $135,375-59.3% |
| Participation rate | 31.8% | 72.7%-40.9pp | 68.2%-36.4pp | 82.6%-50.8pp |
| Annual return | -3.58% | 3384.62%-3388.2pp | 1914.15%-1917.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $70 | $2,382-97.1% | $1,913-96.3% | $4,779-98.5% |
| Participant deferral / active EE | $343 | $3,469-90.1% | $2,862-88.0% | $5,609-93.9% |
| Admin fee / account holder | $7,697 | $6,539+17.7% | $4,726+62.9% | $10,827-28.9% |