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 | $49,258 | $92,703-46.9% | $82,719-40.5% | $134,475-63.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.99% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,953 | $3,274-40.4% | $3,009-35.1% | $4,740-58.8% |
| Participant deferral / active EE | $6,259 | $4,802+30.3% | $4,395+42.4% | $6,400-2.2% |
| Admin fee / account holder | $2,800 | $5,983-53.2% | $5,329-47.4% | $11,426-75.5% |