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 | $15,482 | $97,757-84.2% | $83,848-81.5% | $135,375-88.6% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -6.06% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,080 | $4,222-74.4% | $3,631-70.3% | $4,779-77.4% |
| Participant deferral / active EE | $1,981 | $4,682-57.7% | $4,082-51.5% | $5,609-64.7% |
| Admin fee / account holder | $8,662 | $6,674+29.8% | $5,478+58.1% | $10,827-20.0% |