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 | $29,392 | $97,757-69.9% | $83,848-64.9% | $135,375-78.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -7.18% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $878 | $4,222-79.2% | $3,631-75.8% | $4,779-81.6% |
| Participant deferral / active EE | $2,028 | $4,682-56.7% | $4,082-50.3% | $5,609-63.8% |
| Admin fee / account holder | $2,246 | $6,674-66.3% | $5,478-59.0% | $10,827-79.3% |