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 | $70,180 | $104,106-32.6% | $71,086-1.3% | $135,375-48.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -5.90% | 1256.30%-1262.2pp | 650.59%-656.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $591 | $1,485-60.2% | $1,088-45.7% | $4,779-87.6% |
| Participant deferral / active EE | $3,041 | $2,527+20.3% | $1,874+62.2% | $5,609-45.8% |
| Admin fee / account holder | $1,577 | $4,142-61.9% | $3,082-48.8% | $10,827-85.4% |