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 | $57,329 | $104,106-44.9% | $71,086-19.4% | $135,375-57.7% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -8.27% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,790 | $1,485+20.5% | $1,088+64.5% | $4,779-62.6% |
| Participant deferral / active EE | $3,625 | $2,527+43.5% | $1,874+93.4% | $5,609-35.4% |
| Admin fee / account holder | $757 | $4,142-81.7% | $3,082-75.4% | $10,827-93.0% |