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 | $22,495 | $92,703-75.7% | $82,719-72.8% | $134,475-83.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -10.85% | 944.92%-955.8pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,901 | $3,274-41.9% | $3,009-36.8% | $4,740-59.9% |
| Participant deferral / active EE | $1,901 | $4,802-60.4% | $4,395-56.7% | $6,400-70.3% |
| Admin fee / account holder | $6,046 | $5,983+1.1% | $5,329+13.5% | $11,426-47.1% |