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 | $22,122 | $88,594-75.0% | $70,092-68.4% | $134,475-83.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -10.37% | 442.67%-453.0pp | 190.73%-201.1pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,541 | $3,233-52.3% | $2,559-39.8% | $4,740-67.5% |
| Participant deferral / active EE | $2,375 | $4,772-50.2% | $3,849-38.3% | $6,400-62.9% |
| Admin fee / account holder | $19,716 | $10,441+88.8% | $6,267+214.6% | $11,426+72.6% |