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 | $136,095 | $84,402+61.2% | $61,373+121.8% | $134,475+1.2% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -18.46% | 584.55%-603.0pp | 338.61%-357.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $292 | $1,544-81.1% | $1,159-74.8% | $4,740-93.8% |
| Participant deferral / active EE | $730 | $2,819-74.1% | $2,125-65.6% | $6,400-88.6% |
| Admin fee / account holder | $1,500 | $2,585-42.0% | $2,130-29.6% | $11,426-86.9% |