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 | $55,425 | $92,703-40.2% | $82,719-33.0% | $134,475-58.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.49% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,109 | $3,274-66.1% | $3,009-63.1% | $4,740-76.6% |
| Participant deferral / active EE | $2,098 | $4,802-56.3% | $4,395-52.3% | $6,400-67.2% |
| Admin fee / account holder | $442 | $5,983-92.6% | $5,329-91.7% | $11,426-96.1% |