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 | $43,014 | $104,106-58.7% | $71,086-39.5% | $135,375-68.2% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -7.07% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $96 | $1,485-93.5% | $1,088-91.1% | $4,779-98.0% |
| Participant deferral / active EE | $646 | $2,527-74.5% | $1,874-65.6% | $5,609-88.5% |
| Admin fee / account holder | $1,277 | $4,142-69.2% | $3,082-58.6% | $10,827-88.2% |