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 | $19,590 | $88,594-77.9% | $70,092-72.1% | $134,475-85.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -12.84% | 442.67%-455.5pp | 190.73%-203.6pp | 417.96%-430.8pp |
| Employer contribution / active EE | $897 | $3,233-72.3% | $2,559-65.0% | $4,740-81.1% |
| Participant deferral / active EE | $1,746 | $4,772-63.4% | $3,849-54.6% | $6,400-72.7% |
| Admin fee / account holder | $451 | $10,441-95.7% | $6,267-92.8% | $11,426-96.1% |