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 | $47,363 | $106,543-55.5% | $91,220-48.1% | $134,475-64.8% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -17.65% | 160.60%-178.2pp | 114.01%-131.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $383 | $3,331-88.5% | $2,850-86.6% | $4,740-91.9% |
| Participant deferral / active EE | $922 | $4,719-80.5% | $4,234-78.2% | $6,400-85.6% |
| Admin fee / account holder | $2,225 | $6,231-64.3% | $5,420-58.9% | $11,426-80.5% |