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 | $20,095 | $92,703-78.3% | $82,719-75.7% | $134,475-85.1% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.6%-25.5pp | 81.2%-34.2pp |
| Annual return | -17.11% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $777 | $3,274-76.3% | $3,009-74.2% | $4,740-83.6% |
| Participant deferral / active EE | $3,120 | $4,802-35.0% | $4,395-29.0% | $6,400-51.3% |
| Admin fee / account holder | $800 | $5,983-86.6% | $5,329-85.0% | $11,426-93.0% |