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 | $23,848 | $92,703-74.3% | $82,719-71.2% | $134,475-82.3% |
| Participation rate | 47.6% | 75.2%-27.6pp | 72.6%-24.9pp | 81.2%-33.6pp |
| Annual return | -15.85% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,147 | $3,274-65.0% | $3,009-61.9% | $4,740-75.8% |
| Participant deferral / active EE | $2,704 | $4,802-43.7% | $4,395-38.5% | $6,400-57.7% |
| Admin fee / account holder | $7,463 | $5,983+24.8% | $5,329+40.1% | $11,426-34.7% |