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 | $26,792 | $92,703-71.1% | $82,719-67.6% | $134,475-80.1% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -10.45% | 944.92%-955.4pp | 701.18%-711.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,295 | $3,274-29.9% | $3,009-23.7% | $4,740-51.6% |
| Participant deferral / active EE | $3,605 | $4,802-24.9% | $4,395-18.0% | $6,400-43.7% |
| Admin fee / account holder | $26,247 | $5,983+338.7% | $5,329+392.5% | $11,426+129.7% |