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 | $13,156 | $90,600-85.5% | $79,464-83.4% | $135,375-90.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -1.80% | 977.43%-979.2pp | 718.14%-719.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $650 | $3,068-78.8% | $2,800-76.8% | $4,779-86.4% |
| Participant deferral / active EE | $650 | $4,050-84.0% | $3,704-82.5% | $5,609-88.4% |
| Admin fee / account holder | $10,729 | $5,907+81.6% | $5,113+109.8% | $10,827-0.9% |