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 | $34,741 | $104,106-66.6% | $71,086-51.1% | $135,375-74.3% |
| Participation rate | 18.2% | 65.7%-47.5pp | 54.7%-36.5pp | 82.6%-64.5pp |
| Annual return | -11.34% | 1256.30%-1267.6pp | 650.59%-661.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $533 | $1,485-64.1% | $1,088-51.0% | $4,779-88.9% |
| Participant deferral / active EE | $1,994 | $2,527-21.1% | $1,874+6.4% | $5,609-64.4% |
| Admin fee / account holder | $3,219 | $4,142-22.3% | $3,082+4.4% | $10,827-70.3% |