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 | $61,225 | $84,402-27.5% | $61,373-0.2% | $134,475-54.5% |
| Participation rate | 68.2% | 62.2%+6.0pp | 52.6%+15.6pp | 81.2%-13.0pp |
| Annual return | -16.81% | 584.55%-601.4pp | 338.61%-355.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $949 | $1,544-38.6% | $1,159-18.1% | $4,740-80.0% |
| Participant deferral / active EE | $4,924 | $2,819+74.7% | $2,125+131.7% | $6,400-23.1% |
| Admin fee / account holder | $442 | $2,585-82.9% | $2,130-79.2% | $11,426-96.1% |