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 | $25,221 | $90,600-72.2% | $79,464-68.3% | $135,375-81.4% |
| Participation rate | 60.9% | 76.0%-15.2pp | 73.3%-12.5pp | 82.6%-21.8pp |
| Annual return | -5.34% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $276 | $3,068-91.0% | $2,800-90.1% | $4,779-94.2% |
| Participant deferral / active EE | $2,184 | $4,050-46.1% | $3,704-41.0% | $5,609-61.1% |
| Admin fee / account holder | $779 | $5,907-86.8% | $5,113-84.8% | $10,827-92.8% |