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 | $76,306 | $97,757-21.9% | $83,848-9.0% | $135,375-43.6% |
| Participation rate | 31.6% | 80.0%-48.4pp | 76.1%-44.6pp | 82.6%-51.1pp |
| Annual return | -5.52% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $704 | $4,222-83.3% | $3,631-80.6% | $4,779-85.3% |
| Participant deferral / active EE | $2,725 | $4,682-41.8% | $4,082-33.2% | $5,609-51.4% |
| Admin fee / account holder | $3,585 | $6,674-46.3% | $5,478-34.6% | $10,827-66.9% |