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 | $22,379 | $92,703-75.9% | $82,719-72.9% | $134,475-83.4% |
| Participation rate | 54.2% | 75.2%-21.0pp | 72.6%-18.4pp | 81.2%-27.1pp |
| Annual return | -12.33% | 944.92%-957.3pp | 701.18%-713.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $991 | $3,274-69.7% | $3,009-67.1% | $4,740-79.1% |
| Participant deferral / active EE | $1,453 | $4,802-69.7% | $4,395-66.9% | $6,400-77.3% |
| Admin fee / account holder | $3,172 | $5,983-47.0% | $5,329-40.5% | $11,426-72.2% |