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 | $35,475 | $92,703-61.7% | $82,719-57.1% | $134,475-73.6% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.4pp | 81.2%-39.1pp |
| Annual return | -15.59% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $716 | $3,274-78.1% | $3,009-76.2% | $4,740-84.9% |
| Participant deferral / active EE | $1,397 | $4,802-70.9% | $4,395-68.2% | $6,400-78.2% |
| Admin fee / account holder | $18,247 | $5,983+205.0% | $5,329+242.4% | $11,426+59.7% |