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 | $53,946 | $104,106-48.2% | $71,086-24.1% | $135,375-60.2% |
| Participation rate | 42.1% | 65.7%-23.6pp | 54.7%-12.5pp | 82.6%-40.5pp |
| Annual return | -6.71% | 1256.30%-1263.0pp | 650.59%-657.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $516 | $1,485-65.2% | $1,088-52.6% | $4,779-89.2% |
| Participant deferral / active EE | $2,716 | $2,527+7.5% | $1,874+44.9% | $5,609-51.6% |
| Admin fee / account holder | $1,505 | $4,142-63.7% | $3,082-51.2% | $10,827-86.1% |