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 | $38,208 | $92,703-58.8% | $82,719-53.8% | $134,475-71.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -13.29% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $911 | $3,274-72.2% | $3,009-69.7% | $4,740-80.8% |
| Participant deferral / active EE | $3,014 | $4,802-37.2% | $4,395-31.4% | $6,400-52.9% |
| Admin fee / account holder | $1,746 | $5,983-70.8% | $5,329-67.2% | $11,426-84.7% |