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 | $40,073 | $106,543-62.4% | $91,220-56.1% | $134,475-70.2% |
| Participation rate | 22.2% | 76.8%-54.6pp | 73.2%-51.0pp | 81.2%-59.0pp |
| Annual return | -18.49% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $669 | $3,331-79.9% | $2,850-76.5% | $4,740-85.9% |
| Participant deferral / active EE | $1,786 | $4,719-62.1% | $4,234-57.8% | $6,400-72.1% |
| Admin fee / account holder | $13,646 | $6,231+119.0% | $5,420+151.8% | $11,426+19.4% |