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 | $33,347 | $90,600-63.2% | $79,464-58.0% | $135,375-75.4% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -5.50% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $682 | $3,068-77.8% | $2,800-75.6% | $4,779-85.7% |
| Participant deferral / active EE | $1,667 | $4,050-58.9% | $3,704-55.0% | $5,609-70.3% |
| Admin fee / account holder | $392 | $5,907-93.4% | $5,113-92.3% | $10,827-96.4% |