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 | $60,789 | $97,757-37.8% | $83,848-27.5% | $135,375-55.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -3.87% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $940 | $4,222-77.7% | $3,631-74.1% | $4,779-80.3% |
| Participant deferral / active EE | $2,188 | $4,682-53.3% | $4,082-46.4% | $5,609-61.0% |
| Admin fee / account holder | $704 | $6,674-89.5% | $5,478-87.2% | $10,827-93.5% |