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 | $24,183 | $45,152-46.4% | $73,843-67.3% | $59,632-59.4% |
| Participation rate | 63.1% | 64.0%-0.9pp | 73.4%-10.4pp | 68.7%-5.6pp |
| Annual return | -0.72% | 27.40%-28.1pp | 2267.84%-2268.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $995 | $2,574-61.3% | $3,583-72.2% | $3,192-68.8% |
| Admin fee / account holder | $3,866 | $3,516+9.9% | $4,880-20.8% | $4,297-10.0% |