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 | $67,718 | $104,106-35.0% | $71,086-4.7% | $135,375-50.0% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | -2.84% | 1256.30%-1259.1pp | 650.59%-653.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,449 | $1,485-2.5% | $1,088+33.2% | $4,779-69.7% |
| Participant deferral / active EE | $5,769 | $2,527+128.3% | $1,874+207.8% | $5,609+2.9% |
| Admin fee / account holder | $37,469 | $4,142+804.7% | $3,082+1115.6% | $10,827+246.1% |