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 | $45,559 | $97,757-53.4% | $83,848-45.7% | $135,375-66.3% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -5.96% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,866 | $4,222-55.8% | $3,631-48.6% | $4,779-60.9% |
| Participant deferral / active EE | $3,996 | $4,682-14.7% | $4,082-2.1% | $5,609-28.8% |
| Admin fee / account holder | $25,294 | $6,674+279.0% | $5,478+361.7% | $10,827+133.6% |