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 | $39,325 | $90,320-56.5% | $59,496-33.9% | $125,391-68.6% |
| Participation rate | 36.4% | 68.3%-31.9pp | 54.6%-18.2pp | 83.2%-46.8pp |
| Annual return | -2.68% | 369.13%-371.8pp | 182.05%-184.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $212 | $1,792-88.2% | $1,153-81.6% | $4,866-95.6% |
| Participant deferral / active EE | $288 | $2,716-89.4% | $1,829-84.3% | $5,352-94.6% |
| Admin fee / account holder | $969 | $3,063-68.4% | $2,232-56.6% | $9,540-89.8% |