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 | $54,546 | $104,106-47.6% | $71,086-23.3% | $135,375-59.7% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -4.14% | 1256.30%-1260.4pp | 650.59%-654.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $685 | $1,485-53.9% | $1,088-37.0% | $4,779-85.7% |
| Participant deferral / active EE | $720 | $2,527-71.5% | $1,874-61.6% | $5,609-87.2% |
| Admin fee / account holder | $912 | $4,142-78.0% | $3,082-70.4% | $10,827-91.6% |