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 | $30,609 | $92,703-67.0% | $82,719-63.0% | $134,475-77.2% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -18.96% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,265 | $4,802-73.7% | $4,395-71.2% | $6,400-80.2% |
| Admin fee / account holder | $472 | $5,983-92.1% | $5,329-91.1% | $11,426-95.9% |