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 | $21,744 | $44,850-51.5% | $60,547-64.1% | $59,632-63.5% |
| Participation rate | 53.6% | 59.5%-5.9pp | 68.0%-14.4pp | 68.7%-15.1pp |
| Annual return | -2.79% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $764 | $1,462-47.7% | $2,419-68.4% | $2,203-65.3% |
| Participant deferral / active EE | $1,554 | $2,230-30.3% | $3,328-53.3% | $3,192-51.3% |
| Admin fee / account holder | $506 | $3,635-86.1% | $4,536-88.8% | $4,297-88.2% |