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 | $27,054 | $104,106-74.0% | $71,086-61.9% | $135,375-80.0% |
| Participation rate | 57.1% | 65.7%-8.5pp | 54.7%+2.5pp | 82.6%-25.5pp |
| Annual return | -7.39% | 1256.30%-1263.7pp | 650.59%-658.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,644 | $1,485+10.7% | $1,088+51.1% | $4,779-65.6% |
| Participant deferral / active EE | $2,742 | $2,527+8.5% | $1,874+46.3% | $5,609-51.1% |
| Admin fee / account holder | $2,403 | $4,142-42.0% | $3,082-22.0% | $10,827-77.8% |