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 | $26,713 | $88,594-69.8% | $70,092-61.9% | $134,475-80.1% |
| Participation rate | 30.0% | 74.9%-44.9pp | 70.5%-40.5pp | 81.2%-51.2pp |
| Annual return | -11.00% | 442.67%-453.7pp | 190.73%-201.7pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,083 | $3,233-66.5% | $2,559-57.7% | $4,740-77.2% |
| Participant deferral / active EE | $4,817 | $4,772+0.9% | $3,849+25.2% | $6,400-24.7% |
| Admin fee / account holder | $30,020 | $10,441+187.5% | $6,267+379.0% | $11,426+162.7% |