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 | $24,674 | $82,630-70.1% | $64,105-61.5% | $125,391-80.3% |
| Participation rate | 64.7% | 75.9%-11.1pp | 68.2%-3.5pp | 83.2%-18.5pp |
| Annual return | -1.69% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $961 | $2,671-64.0% | $1,820-47.2% | $4,866-80.3% |
| Participant deferral / active EE | $2,249 | $3,608-37.7% | $2,822-20.3% | $5,352-58.0% |
| Admin fee / account holder | $3,290 | $6,382-48.5% | $4,499-26.9% | $9,540-65.5% |