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 | $25,288 | $106,543-76.3% | $91,220-72.3% | $134,475-81.2% |
| Participation rate | 31.8% | 76.8%-45.0pp | 73.2%-41.4pp | 81.2%-49.4pp |
| Annual return | -18.70% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $593 | $3,331-82.2% | $2,850-79.2% | $4,740-87.5% |
| Participant deferral / active EE | $892 | $4,719-81.1% | $4,234-78.9% | $6,400-86.1% |
| Admin fee / account holder | $1,675 | $6,231-73.1% | $5,420-69.1% | $11,426-85.3% |