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 | $12,331 | $90,600-86.4% | $79,464-84.5% | $135,375-90.9% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 82.6%-17.6pp |
| Annual return | -6.77% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,546 | $4,050-61.8% | $3,704-58.3% | $5,609-72.4% |
| Admin fee / account holder | $727 | $5,907-87.7% | $5,113-85.8% | $10,827-93.3% |