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 | $50,520 | $92,703-45.5% | $82,719-38.9% | $134,475-62.4% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -16.78% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,161 | $3,274-64.5% | $3,009-61.4% | $4,740-75.5% |
| Participant deferral / active EE | $3,313 | $4,802-31.0% | $4,395-24.6% | $6,400-48.2% |
| Admin fee / account holder | $435 | $5,983-92.7% | $5,329-91.8% | $11,426-96.2% |