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 | $56,087 | $97,757-42.6% | $83,848-33.1% | $135,375-58.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.20% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,038 | $4,222-75.4% | $3,631-71.4% | $4,779-78.3% |
| Participant deferral / active EE | $3,245 | $4,682-30.7% | $4,082-20.5% | $5,609-42.2% |
| Admin fee / account holder | $12,786 | $6,674+91.6% | $5,478+133.4% | $10,827+18.1% |