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 | $66,310 | $104,106-36.3% | $71,086-6.7% | $135,375-51.0% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | -5.48% | 1256.30%-1261.8pp | 650.59%-656.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $924 | $1,485-37.8% | $1,088-15.1% | $4,779-80.7% |
| Participant deferral / active EE | $2,421 | $2,527-4.2% | $1,874+29.2% | $5,609-56.8% |
| Admin fee / account holder | $3,148 | $4,142-24.0% | $3,082+2.1% | $10,827-70.9% |