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 | $37,473 | $82,630-54.6% | $64,105-41.5% | $125,391-70.1% |
| Participation rate | 57.9% | 75.9%-18.0pp | 68.2%-10.3pp | 83.2%-25.3pp |
| Annual return | -2.62% | 1489.72%-1492.3pp | 791.24%-793.9pp | 282.22%-284.8pp |
| Employer contribution / active EE | $727 | $2,671-72.8% | $1,820-60.0% | $4,866-85.1% |
| Participant deferral / active EE | $2,842 | $3,608-21.3% | $2,822+0.7% | $5,352-46.9% |
| Admin fee / account holder | $2,105 | $6,382-67.0% | $4,499-53.2% | $9,540-77.9% |