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 | $37,290 | $88,594-57.9% | $70,092-46.8% | $134,475-72.3% |
| Participation rate | 44.4% | 74.9%-30.5pp | 70.5%-26.0pp | 81.2%-36.8pp |
| Annual return | -19.61% | 442.67%-462.3pp | 190.73%-210.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $986 | $3,233-69.5% | $2,559-61.5% | $4,740-79.2% |
| Participant deferral / active EE | $1,157 | $4,772-75.8% | $3,849-69.9% | $6,400-81.9% |
| Admin fee / account holder | $16,553 | $10,441+58.5% | $6,267+164.2% | $11,426+44.9% |