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 | $66,717 | $97,757-31.8% | $83,848-20.4% | $135,375-50.7% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -6.46% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,440 | $4,222-65.9% | $3,631-60.3% | $4,779-69.9% |
| Participant deferral / active EE | $5,787 | $4,682+23.6% | $4,082+41.8% | $5,609+3.2% |
| Admin fee / account holder | $390 | $6,674-94.2% | $5,478-92.9% | $10,827-96.4% |