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 | $79,512 | $104,106-23.6% | $71,086+11.9% | $135,375-41.3% |
| Participation rate | 40.9% | 65.7%-24.7pp | 54.7%-13.7pp | 82.6%-41.7pp |
| Annual return | -6.74% | 1256.30%-1263.0pp | 650.59%-657.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,724 | $2,527+7.8% | $1,874+45.4% | $5,609-51.4% |
| Admin fee / account holder | $308 | $4,142-92.6% | $3,082-90.0% | $10,827-97.2% |