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 | $17,447 | $104,106-83.2% | $71,086-75.5% | $135,375-87.1% |
| Participation rate | 69.2% | 65.7%+3.6pp | 54.7%+14.6pp | 82.6%-13.4pp |
| Annual return | -8.18% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,332 | $1,485-10.3% | $1,088+22.5% | $4,779-72.1% |
| Participant deferral / active EE | $2,831 | $2,527+12.0% | $1,874+51.0% | $5,609-49.5% |
| Admin fee / account holder | $2,391 | $4,142-42.3% | $3,082-22.4% | $10,827-77.9% |