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 | $20,288 | $84,402-76.0% | $61,373-66.9% | $134,475-84.9% |
| Participation rate | 47.4% | 62.2%-14.8pp | 52.6%-5.2pp | 81.2%-33.9pp |
| Annual return | -16.11% | 584.55%-600.7pp | 338.61%-354.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $251 | $1,544-83.8% | $1,159-78.4% | $4,740-94.7% |
| Participant deferral / active EE | $549 | $2,819-80.5% | $2,125-74.1% | $6,400-91.4% |
| Admin fee / account holder | $640 | $2,585-75.3% | $2,130-70.0% | $11,426-94.4% |