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 | $37,253 | $84,402-55.9% | $61,373-39.3% | $134,475-72.3% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -6.37% | 584.55%-590.9pp | 338.61%-345.0pp | 417.96%-424.3pp |
| Employer contribution / active EE | $488 | $1,544-68.4% | $1,159-57.9% | $4,740-89.7% |
| Participant deferral / active EE | $1,672 | $2,819-40.7% | $2,125-21.3% | $6,400-73.9% |
| Admin fee / account holder | $26,022 | $2,585+906.6% | $2,130+1121.9% | $11,426+127.7% |