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 | $53,508 | $99,640-46.3% | $86,436-38.1% | $134,475-60.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -15.11% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,119 | $4,400-74.6% | $3,769-70.3% | $4,740-76.4% |
| Participant deferral / active EE | $4,141 | $7,246-42.9% | $6,952-40.4% | $6,400-35.3% |
| Admin fee / account holder | $1,004 | $8,371-88.0% | $6,731-85.1% | $11,426-91.2% |