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 | $33,191 | $97,757-66.0% | $83,848-60.4% | $135,375-75.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.40% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,447 | $4,222-65.7% | $3,631-60.2% | $4,779-69.7% |
| Participant deferral / active EE | $1,447 | $4,682-69.1% | $4,082-64.6% | $5,609-74.2% |
| Admin fee / account holder | $8,946 | $6,674+34.0% | $5,478+63.3% | $10,827-17.4% |