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 | $17,601 | $84,695-79.2% | $73,843-76.2% | $125,391-86.0% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -3.56% | 3123.53%-3127.1pp | 2267.84%-2271.4pp | 282.22%-285.8pp |
| Employer contribution / active EE | $549 | $3,123-82.4% | $2,787-80.3% | $4,866-88.7% |
| Participant deferral / active EE | $3,277 | $3,992-17.9% | $3,583-8.5% | $5,352-38.8% |
| Admin fee / account holder | $2,399 | $5,691-57.8% | $4,880-50.8% | $9,540-74.9% |