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 | $80,545 | $90,600-11.1% | $79,464+1.4% | $135,375-40.5% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -4.30% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $317 | $3,068-89.7% | $2,800-88.7% | $4,779-93.4% |
| Participant deferral / active EE | $2,297 | $4,050-43.3% | $3,704-38.0% | $5,609-59.0% |
| Admin fee / account holder | $359 | $5,907-93.9% | $5,113-93.0% | $10,827-96.7% |