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 | $27,116 | $104,106-74.0% | $71,086-61.9% | $135,375-80.0% |
| Participation rate | 41.7% | 65.7%-24.0pp | 54.7%-13.0pp | 82.6%-41.0pp |
| Annual return | -5.54% | 1256.30%-1261.8pp | 650.59%-656.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $353 | $1,485-76.2% | $1,088-67.6% | $4,779-92.6% |
| Participant deferral / active EE | $807 | $2,527-68.1% | $1,874-57.0% | $5,609-85.6% |
| Admin fee / account holder | $1,022 | $4,142-75.3% | $3,082-66.8% | $10,827-90.6% |