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 | $32,261 | $82,630-61.0% | $64,105-49.7% | $125,391-74.3% |
| Participation rate | 35.0% | 75.9%-40.9pp | 68.2%-33.2pp | 83.2%-48.2pp |
| Annual return | -1.22% | 1489.72%-1490.9pp | 791.24%-792.5pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,098 | $2,671-58.9% | $1,820-39.7% | $4,866-77.4% |
| Participant deferral / active EE | $2,166 | $3,608-40.0% | $2,822-23.3% | $5,352-59.5% |
| Admin fee / account holder | $1,821 | $6,382-71.5% | $4,499-59.5% | $9,540-80.9% |