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 | $13,742 | $104,106-86.8% | $71,086-80.7% | $135,375-89.8% |
| Participation rate | 54.5% | 65.7%-11.1pp | 54.7%-0.1pp | 82.6%-28.1pp |
| Annual return | -10.63% | 1256.30%-1266.9pp | 650.59%-661.2pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,034 | $1,485-30.4% | $1,088-5.0% | $4,779-78.4% |
| Participant deferral / active EE | $1,355 | $2,527-46.4% | $1,874-27.7% | $5,609-75.8% |
| Admin fee / account holder | $425 | $4,142-89.7% | $3,082-86.2% | $10,827-96.1% |