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 | $9,462 | $84,402-88.8% | $61,373-84.6% | $134,475-93.0% |
| Participation rate | 31.3% | 62.2%-31.0pp | 52.6%-21.3pp | 81.2%-50.0pp |
| Annual return | -21.14% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $66 | $1,544-95.7% | $1,159-94.3% | $4,740-98.6% |
| Participant deferral / active EE | $283 | $2,819-90.0% | $2,125-86.7% | $6,400-95.6% |
| Admin fee / account holder | $389 | $2,585-85.0% | $2,130-81.7% | $11,426-96.6% |