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 | $18,178 | $152,509-88.1% | $117,472-84.5% | $134,475-86.5% |
| Participation rate | 58.8% | 77.1%-18.3pp | 70.6%-11.8pp | 81.2%-22.4pp |
| Annual return | -4.22% | 52.99%-57.2pp | 29.74%-34.0pp | 417.96%-422.2pp |
| Employer contribution / active EE | $925 | $5,571-83.4% | $4,176-77.9% | $4,740-80.5% |
| Participant deferral / active EE | $1,180 | $4,818-75.5% | $4,070-71.0% | $6,400-81.6% |
| Admin fee / account holder | $12,247 | $7,004+74.9% | $5,645+117.0% | $11,426+7.2% |