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 | $23,048 | $97,757-76.4% | $83,848-72.5% | $135,375-83.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -6.18% | 1287.37%-1293.5pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,805 | $4,222-57.3% | $3,631-50.3% | $4,779-62.2% |
| Participant deferral / active EE | $3,185 | $4,682-32.0% | $4,082-22.0% | $5,609-43.2% |
| Admin fee / account holder | $1,763 | $6,674-73.6% | $5,478-67.8% | $10,827-83.7% |