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 | $27,609 | $92,703-70.2% | $82,719-66.6% | $134,475-79.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -11.56% | 944.92%-956.5pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $396 | $3,274-87.9% | $3,009-86.8% | $4,740-91.6% |
| Participant deferral / active EE | $971 | $4,802-79.8% | $4,395-77.9% | $6,400-84.8% |
| Admin fee / account holder | $687 | $5,983-88.5% | $5,329-87.1% | $11,426-94.0% |