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 | $48,997 | $104,106-52.9% | $71,086-31.1% | $135,375-63.8% |
| Participation rate | 55.6% | 65.7%-10.1pp | 54.7%+0.9pp | 82.6%-27.1pp |
| Annual return | -6.84% | 1256.30%-1263.1pp | 650.59%-657.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,032 | $1,485-30.5% | $1,088-5.1% | $4,779-78.4% |
| Participant deferral / active EE | $3,116 | $2,527+23.3% | $1,874+66.2% | $5,609-44.5% |
| Admin fee / account holder | $2,065 | $4,142-50.2% | $3,082-33.0% | $10,827-80.9% |