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 | $30,086 | $135,635-77.8% | $110,238-72.7% | $135,375-77.8% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.8%-21.9pp | 82.6%-24.7pp |
| Annual return | -5.49% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,605 | $4,906-67.3% | $3,826-58.1% | $4,779-66.4% |
| Participant deferral / active EE | $2,254 | $5,506-59.1% | $4,672-51.7% | $5,609-59.8% |
| Admin fee / account holder | $2,898 | $11,457-74.7% | $8,547-66.1% | $10,827-73.2% |