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 | $30,901 | $88,594-65.1% | $70,092-55.9% | $134,475-77.0% |
| Participation rate | 38.9% | 74.9%-36.0pp | 70.5%-31.6pp | 81.2%-42.3pp |
| Annual return | -16.20% | 442.67%-458.9pp | 190.73%-206.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,266 | $3,233-60.9% | $2,559-50.5% | $4,740-73.3% |
| Participant deferral / active EE | $2,217 | $4,772-53.5% | $3,849-42.4% | $6,400-65.4% |
| Admin fee / account holder | $17,730 | $10,441+69.8% | $6,267+182.9% | $11,426+55.2% |