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 | $46,735 | $104,106-55.1% | $71,086-34.3% | $135,375-65.5% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.7%-18.3pp | 82.6%-46.3pp |
| Annual return | -5.25% | 1256.30%-1261.5pp | 650.59%-655.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $264 | $1,485-82.2% | $1,088-75.8% | $4,779-94.5% |
| Participant deferral / active EE | $1,969 | $2,527-22.1% | $1,874+5.1% | $5,609-64.9% |
| Admin fee / account holder | $879 | $4,142-78.8% | $3,082-71.5% | $10,827-91.9% |