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 | $75,895 | $90,600-16.2% | $79,464-4.5% | $135,375-43.9% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -4.52% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $810 | $3,068-73.6% | $2,800-71.1% | $4,779-83.0% |
| Participant deferral / active EE | $2,025 | $4,050-50.0% | $3,704-45.3% | $5,609-63.9% |
| Admin fee / account holder | $338 | $5,907-94.3% | $5,113-93.4% | $10,827-96.9% |