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 | $48,443 | $104,106-53.5% | $71,086-31.9% | $135,375-64.2% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | -7.65% | 1256.30%-1263.9pp | 650.59%-658.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $761 | $1,485-48.7% | $1,088-30.0% | $4,779-84.1% |
| Participant deferral / active EE | $3,342 | $2,527+32.3% | $1,874+78.3% | $5,609-40.4% |
| Admin fee / account holder | $4,035 | $4,142-2.6% | $3,082+30.9% | $10,827-62.7% |