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 | $20,421 | $90,320-77.4% | $59,496-65.7% | $125,391-83.7% |
| Participation rate | 52.4% | 68.3%-15.9pp | 54.6%-2.2pp | 83.2%-30.8pp |
| Annual return | -3.90% | 369.13%-373.0pp | 182.05%-185.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $658 | $1,792-63.3% | $1,153-42.9% | $4,866-86.5% |
| Participant deferral / active EE | $2,229 | $2,716-17.9% | $1,829+21.9% | $5,352-58.3% |
| Admin fee / account holder | $3,800 | $3,063+24.1% | $2,232+70.2% | $9,540-60.2% |