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 | $51,565 | $92,703-44.4% | $82,719-37.7% | $134,475-61.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.01% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $990 | $3,274-69.8% | $3,009-67.1% | $4,740-79.1% |
| Participant deferral / active EE | $1,386 | $4,802-71.1% | $4,395-68.5% | $6,400-78.3% |
| Admin fee / account holder | $5,919 | $5,983-1.1% | $5,329+11.1% | $11,426-48.2% |