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 | $24,550 | $97,757-74.9% | $83,848-70.7% | $135,375-81.9% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -7.44% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $973 | $4,222-76.9% | $3,631-73.2% | $4,779-79.6% |
| Participant deferral / active EE | $3,036 | $4,682-35.2% | $4,082-25.6% | $5,609-45.9% |
| Admin fee / account holder | $2,001 | $6,674-70.0% | $5,478-63.5% | $10,827-81.5% |