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 | $19,627 | $88,594-77.8% | $70,092-72.0% | $134,475-85.4% |
| Participation rate | 47.1% | 74.9%-27.9pp | 70.5%-23.4pp | 81.2%-34.2pp |
| Annual return | -15.56% | 442.67%-458.2pp | 190.73%-206.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $870 | $3,233-73.1% | $2,559-66.0% | $4,740-81.6% |
| Participant deferral / active EE | $2,541 | $4,772-46.8% | $3,849-34.0% | $6,400-60.3% |
| Admin fee / account holder | $1,219 | $10,441-88.3% | $6,267-80.6% | $11,426-89.3% |