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 | $53,772 | $92,703-42.0% | $82,719-35.0% | $134,475-60.0% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.6%-19.9pp | 81.2%-28.6pp |
| Annual return | -9.10% | 944.92%-954.0pp | 701.18%-710.3pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,022 | $3,274-68.8% | $3,009-66.0% | $4,740-78.4% |
| Participant deferral / active EE | $3,700 | $4,802-23.0% | $4,395-15.8% | $6,400-42.2% |
| Admin fee / account holder | $1,020 | $5,983-83.0% | $5,329-80.9% | $11,426-91.1% |