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 | $20,102 | $92,703-78.3% | $82,719-75.7% | $134,475-85.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.17% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $466 | $3,274-85.8% | $3,009-84.5% | $4,740-90.2% |
| Participant deferral / active EE | $2,978 | $4,802-38.0% | $4,395-32.2% | $6,400-53.5% |
| Admin fee / account holder | $228,370 | $5,983+3717.3% | $5,329+4185.5% | $11,426+1898.7% |