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 | $18,702 | $92,703-79.8% | $82,719-77.4% | $134,475-86.1% |
| Participation rate | 29.2% | 75.2%-46.0pp | 72.6%-43.4pp | 81.2%-52.1pp |
| Annual return | -14.82% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $752 | $3,274-77.0% | $3,009-75.0% | $4,740-84.1% |
| Participant deferral / active EE | $991 | $4,802-79.4% | $4,395-77.4% | $6,400-84.5% |
| Admin fee / account holder | $1,738 | $5,983-70.9% | $5,329-67.4% | $11,426-84.8% |