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 | $40,581 | $99,640-59.3% | $86,436-53.1% | $134,475-69.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.12% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,587 | $4,400-63.9% | $3,769-57.9% | $4,740-66.5% |
| Participant deferral / active EE | $5,608 | $7,246-22.6% | $6,952-19.3% | $6,400-12.4% |
| Admin fee / account holder | $12,997 | $8,371+55.3% | $6,731+93.1% | $11,426+13.7% |