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 8-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 | $20,906 | $88,594-76.4% | $70,092-70.2% | $134,475-84.5% |
| Participation rate | 52.9% | 74.9%-22.0pp | 70.5%-17.5pp | 81.2%-28.3pp |
| Annual return | -18.64% | 442.67%-461.3pp | 190.73%-209.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $946 | $3,233-70.7% | $2,559-63.0% | $4,740-80.0% |
| Participant deferral / active EE | $3,250 | $4,772-31.9% | $3,849-15.6% | $6,400-49.2% |
| Admin fee / account holder | $1,277 | $10,441-87.8% | $6,267-79.6% | $11,426-88.8% |