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 | $51,058 | $84,402-39.5% | $61,373-16.8% | $134,475-62.0% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -13.81% | 584.55%-598.4pp | 338.61%-352.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $860 | $1,544-44.3% | $1,159-25.8% | $4,740-81.9% |
| Participant deferral / active EE | $3,434 | $2,819+21.8% | $2,125+61.6% | $6,400-46.3% |
| Admin fee / account holder | $12,815 | $2,585+395.7% | $2,130+501.7% | $11,426+12.2% |