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 | $43,073 | $88,594-51.4% | $70,092-38.5% | $134,475-68.0% |
| Participation rate | 26.7% | 74.9%-48.3pp | 70.5%-43.8pp | 81.2%-54.6pp |
| Annual return | -17.32% | 442.67%-460.0pp | 190.73%-208.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,341 | $3,233-58.5% | $2,559-47.6% | $4,740-71.7% |
| Participant deferral / active EE | $2,707 | $4,772-43.3% | $3,849-29.7% | $6,400-57.7% |
| Admin fee / account holder | $2,110 | $10,441-79.8% | $6,267-66.3% | $11,426-81.5% |