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 | $17,712 | $84,402-79.0% | $61,373-71.1% | $134,475-86.8% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -12.06% | 584.55%-596.6pp | 338.61%-350.7pp | 417.96%-430.0pp |
| Employer contribution / active EE | $532 | $1,544-65.6% | $1,159-54.1% | $4,740-88.8% |
| Participant deferral / active EE | $983 | $2,819-65.1% | $2,125-53.7% | $6,400-84.6% |
| Admin fee / account holder | $34,461 | $2,585+1233.0% | $2,130+1518.1% | $11,426+201.6% |