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 | $20,174 | $90,600-77.7% | $79,464-74.6% | $135,375-85.1% |
| Participation rate | 43.8% | 76.0%-32.3pp | 73.3%-29.6pp | 82.6%-38.9pp |
| Annual return | -2.21% | 977.43%-979.6pp | 718.14%-720.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $671 | $3,068-78.1% | $2,800-76.0% | $4,779-86.0% |
| Participant deferral / active EE | $886 | $4,050-78.1% | $3,704-76.1% | $5,609-84.2% |
| Admin fee / account holder | $5,043 | $5,907-14.6% | $5,113-1.4% | $10,827-53.4% |