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 | $24,980 | $84,402-70.4% | $61,373-59.3% | $134,475-81.4% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -19.20% | 584.55%-603.7pp | 338.61%-357.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $756 | $1,544-51.0% | $1,159-34.8% | $4,740-84.0% |
| Participant deferral / active EE | $1,594 | $2,819-43.5% | $2,125-25.0% | $6,400-75.1% |
| Admin fee / account holder | $431 | $2,585-83.3% | $2,130-79.7% | $11,426-96.2% |