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 | $30,099 | $97,757-69.2% | $83,848-64.1% | $135,375-77.8% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -2.60% | 1287.37%-1290.0pp | 850.88%-853.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,632 | $4,222-61.4% | $3,631-55.1% | $4,779-65.9% |
| Participant deferral / active EE | $2,597 | $4,682-44.5% | $4,082-36.4% | $5,609-53.7% |
| Admin fee / account holder | $2,203 | $6,674-67.0% | $5,478-59.8% | $10,827-79.7% |