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 | $58,070 | $84,402-31.2% | $61,373-5.4% | $134,475-56.8% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.23% | 584.55%-600.8pp | 338.61%-354.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $695 | $1,544-55.0% | $1,159-40.0% | $4,740-85.3% |
| Participant deferral / active EE | $3,960 | $2,819+40.5% | $2,125+86.4% | $6,400-38.1% |
| Admin fee / account holder | $2,558 | $2,585-1.0% | $2,130+20.1% | $11,426-77.6% |