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 | $47,844 | $97,757-51.1% | $83,848-42.9% | $135,375-64.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.39% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,453 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $3,667 | $4,682-21.7% | $4,082-10.2% | $5,609-34.6% |
| Admin fee / account holder | $1,712 | $6,674-74.3% | $5,478-68.7% | $10,827-84.2% |