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 | $24,310 | $88,594-72.6% | $70,092-65.3% | $134,475-81.9% |
| Participation rate | 46.2% | 74.9%-28.8pp | 70.5%-24.3pp | 81.2%-35.1pp |
| Annual return | -17.84% | 442.67%-460.5pp | 190.73%-208.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,063 | $3,233-67.1% | $2,559-58.5% | $4,740-77.6% |
| Participant deferral / active EE | $1,817 | $4,772-61.9% | $3,849-52.8% | $6,400-71.6% |
| Admin fee / account holder | $2,372 | $10,441-77.3% | $6,267-62.2% | $11,426-79.2% |