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 | $41,218 | $90,600-54.5% | $79,464-48.1% | $135,375-69.6% |
| Participation rate | 31.6% | 76.0%-44.5pp | 73.3%-41.8pp | 82.6%-51.1pp |
| Annual return | -5.29% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $465 | $3,068-84.9% | $2,800-83.4% | $4,779-90.3% |
| Participant deferral / active EE | $858 | $4,050-78.8% | $3,704-76.8% | $5,609-84.7% |
| Admin fee / account holder | $4,946 | $5,907-16.3% | $5,113-3.3% | $10,827-54.3% |