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 | $22,754 | $97,757-76.7% | $83,848-72.9% | $135,375-83.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -8.11% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $822 | $4,222-80.5% | $3,631-77.4% | $4,779-82.8% |
| Participant deferral / active EE | $1,215 | $4,682-74.1% | $4,082-70.2% | $5,609-78.3% |
| Admin fee / account holder | $4,238 | $6,674-36.5% | $5,478-22.6% | $10,827-60.9% |