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 | $42,633 | $92,703-54.0% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -17.58% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,769 | $3,274-46.0% | $3,009-41.2% | $4,740-62.7% |
| Participant deferral / active EE | $2,708 | $4,802-43.6% | $4,395-38.4% | $6,400-57.7% |
| Admin fee / account holder | $962 | $5,983-83.9% | $5,329-82.0% | $11,426-91.6% |