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 | $27,177 | $92,703-70.7% | $82,719-67.1% | $134,475-79.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.54% | 944.92%-964.5pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $570 | $3,274-82.6% | $3,009-81.1% | $4,740-88.0% |
| Participant deferral / active EE | $1,003 | $4,802-79.1% | $4,395-77.2% | $6,400-84.3% |
| Admin fee / account holder | $17,129 | $5,983+186.3% | $5,329+221.4% | $11,426+49.9% |