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 | $44,065 | $90,600-51.4% | $79,464-44.5% | $135,375-67.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.35% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $995 | $3,068-67.6% | $2,800-64.5% | $4,779-79.2% |
| Participant deferral / active EE | $2,882 | $4,050-28.8% | $3,704-22.2% | $5,609-48.6% |
| Admin fee / account holder | $4,255 | $5,907-28.0% | $5,113-16.8% | $10,827-60.7% |