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 | $32,789 | $84,695-61.3% | $73,843-55.6% | $125,391-73.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.51% | 3123.53%-3127.0pp | 2267.84%-2271.3pp | 282.22%-285.7pp |
| Employer contribution / active EE | $372 | $3,123-88.1% | $2,787-86.7% | $4,866-92.4% |
| Participant deferral / active EE | $1,608 | $3,992-59.7% | $3,583-55.1% | $5,352-70.0% |
| Admin fee / account holder | $960 | $5,691-83.1% | $4,880-80.3% | $9,540-89.9% |