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 | $22,079 | $90,600-75.6% | $79,464-72.2% | $135,375-83.7% |
| Participation rate | 27.3% | 76.0%-48.8pp | 73.3%-46.1pp | 82.6%-55.4pp |
| Annual return | -2.21% | 977.43%-979.6pp | 718.14%-720.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,601 | $3,068-47.8% | $2,800-42.8% | $4,779-66.5% |
| Participant deferral / active EE | $683 | $4,050-83.1% | $3,704-81.6% | $5,609-87.8% |
| Admin fee / account holder | $22,943 | $5,907+288.4% | $5,113+348.7% | $10,827+111.9% |