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 | $16,450 | $90,600-81.8% | $79,464-79.3% | $135,375-87.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.54% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $687 | $3,068-77.6% | $2,800-75.5% | $4,779-85.6% |
| Participant deferral / active EE | $784 | $4,050-80.6% | $3,704-78.8% | $5,609-86.0% |
| Admin fee / account holder | $796 | $5,907-86.5% | $5,113-84.4% | $10,827-92.7% |