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 | $32,060 | $90,600-64.6% | $79,464-59.7% | $135,375-76.3% |
| Participation rate | 7.1% | 76.0%-68.9pp | 73.3%-66.2pp | 82.6%-75.5pp |
| Annual return | -6.43% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $682 | $3,068-77.8% | $2,800-75.7% | $4,779-85.7% |
| Participant deferral / active EE | $1,701 | $4,050-58.0% | $3,704-54.1% | $5,609-69.7% |
| Admin fee / account holder | $25,066 | $5,907+324.4% | $5,113+390.2% | $10,827+131.5% |