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 | $51,948 | $92,703-44.0% | $82,719-37.2% | $134,475-61.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -15.79% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,065 | $3,274-36.9% | $3,009-31.4% | $4,740-56.4% |
| Participant deferral / active EE | $2,251 | $4,802-53.1% | $4,395-48.8% | $6,400-64.8% |
| Admin fee / account holder | $24,171 | $5,983+304.0% | $5,329+353.6% | $11,426+111.5% |