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 | $68,099 | $101,283-32.8% | $75,826-10.2% | $135,375-49.7% |
| Participation rate | 45.0% | 72.7%-27.7pp | 68.2%-23.2pp | 82.6%-37.6pp |
| Annual return | -9.68% | 3384.62%-3394.3pp | 1914.15%-1923.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $896 | $2,382-62.4% | $1,913-53.2% | $4,779-81.2% |
| Participant deferral / active EE | $4,164 | $3,469+20.0% | $2,862+45.5% | $5,609-25.8% |
| Admin fee / account holder | $614 | $6,539-90.6% | $4,726-87.0% | $10,827-94.3% |