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 | $48,784 | $104,106-53.1% | $71,086-31.4% | $135,375-64.0% |
| Participation rate | 52.4% | 65.7%-13.3pp | 54.7%-2.3pp | 82.6%-30.3pp |
| Annual return | -6.12% | 1256.30%-1262.4pp | 650.59%-656.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $975 | $1,485-34.3% | $1,088-10.4% | $4,779-79.6% |
| Participant deferral / active EE | $1,768 | $2,527-30.0% | $1,874-5.7% | $5,609-68.5% |
| Admin fee / account holder | $343 | $4,142-91.7% | $3,082-88.9% | $10,827-96.8% |