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 | $46,859 | $97,757-52.1% | $83,848-44.1% | $135,375-65.4% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -9.16% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,088 | $4,222-50.5% | $3,631-42.5% | $4,779-56.3% |
| Participant deferral / active EE | $3,305 | $4,682-29.4% | $4,082-19.0% | $5,609-41.1% |
| Admin fee / account holder | $2,836 | $6,674-57.5% | $5,478-48.2% | $10,827-73.8% |