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 | $38,129 | $84,402-54.8% | $61,373-37.9% | $134,475-71.6% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -19.09% | 584.55%-603.6pp | 338.61%-357.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $813 | $1,544-47.4% | $1,159-29.9% | $4,740-82.8% |
| Participant deferral / active EE | $3,882 | $2,819+37.7% | $2,125+82.7% | $6,400-39.3% |
| Admin fee / account holder | $1,538 | $2,585-40.5% | $2,130-27.8% | $11,426-86.5% |