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 | $46,444 | $92,703-49.9% | $82,719-43.9% | $134,475-65.5% |
| Participation rate | 35.0% | 75.2%-40.2pp | 72.6%-37.6pp | 81.2%-46.2pp |
| Annual return | -17.73% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $702 | $3,274-78.6% | $3,009-76.7% | $4,740-85.2% |
| Participant deferral / active EE | $2,122 | $4,802-55.8% | $4,395-51.7% | $6,400-66.8% |
| Admin fee / account holder | $2,504 | $5,983-58.1% | $5,329-53.0% | $11,426-78.1% |