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 | $53,700 | $44,850+19.7% | $60,547-11.3% | $59,632-9.9% |
| Participation rate | 30.6% | 59.5%-28.9pp | 68.0%-37.4pp | 68.7%-38.1pp |
| Annual return | -1.49% | 1074.14%-1075.6pp | 335.64%-337.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,837 | $2,230-17.6% | $3,328-44.8% | $3,192-42.4% |
| Admin fee / account holder | $396 | $3,635-89.1% | $4,536-91.3% | $4,297-90.8% |