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 | $46,653 | $92,703-49.7% | $82,719-43.6% | $134,475-65.3% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 81.2%-26.2pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,605 | $3,274-51.0% | $3,009-46.7% | $4,740-66.1% |
| Participant deferral / active EE | $2,755 | $4,802-42.6% | $4,395-37.3% | $6,400-56.9% |
| Admin fee / account holder | $7,082 | $5,983+18.4% | $5,329+32.9% | $11,426-38.0% |