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 | $47,097 | $88,594-46.8% | $70,092-32.8% | $134,475-65.0% |
| Participation rate | 68.2% | 74.9%-6.7pp | 70.5%-2.3pp | 81.2%-13.0pp |
| Annual return | -16.67% | 442.67%-459.3pp | 190.73%-207.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $716 | $3,233-77.8% | $2,559-72.0% | $4,740-84.9% |
| Participant deferral / active EE | $2,369 | $4,772-50.4% | $3,849-38.5% | $6,400-63.0% |
| Admin fee / account holder | $2,144 | $10,441-79.5% | $6,267-65.8% | $11,426-81.2% |