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 | $18,101 | $84,695-78.6% | $73,843-75.5% | $125,391-85.6% |
| Participation rate | 59.1% | 76.8%-17.7pp | 73.4%-14.3pp | 83.2%-24.1pp |
| Annual return | -3.10% | 3123.53%-3126.6pp | 2267.84%-2270.9pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,411 | $3,123-54.8% | $2,787-49.4% | $4,866-71.0% |
| Participant deferral / active EE | $3,720 | $3,992-6.8% | $3,583+3.8% | $5,352-30.5% |
| Admin fee / account holder | $1,358 | $5,691-76.1% | $4,880-72.2% | $9,540-85.8% |