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 | $17,304 | $92,703-81.3% | $82,719-79.1% | $134,475-87.1% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -18.92% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,276 | $3,274-61.0% | $3,009-57.6% | $4,740-73.1% |
| Participant deferral / active EE | $2,792 | $4,802-41.9% | $4,395-36.5% | $6,400-56.4% |
| Admin fee / account holder | $319 | $5,983-94.7% | $5,329-94.0% | $11,426-97.2% |