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 | $39,874 | $97,757-59.2% | $83,848-52.4% | $135,375-70.5% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -5.44% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,359 | $4,682+35.8% | $4,082+55.8% | $5,609+13.4% |
| Admin fee / account holder | $1,100 | $6,674-83.5% | $5,478-79.9% | $10,827-89.8% |