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 | $22,642 | $92,703-75.6% | $82,719-72.6% | $134,475-83.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -12.75% | 944.92%-957.7pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,568 | $3,274-52.1% | $3,009-47.9% | $4,740-66.9% |
| Participant deferral / active EE | $2,825 | $4,802-41.2% | $4,395-35.7% | $6,400-55.9% |
| Admin fee / account holder | $40,902 | $5,983+583.7% | $5,329+667.6% | $11,426+258.0% |