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 | $56,448 | $92,703-39.1% | $82,719-31.8% | $134,475-58.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -10.32% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,473 | $3,274-55.0% | $3,009-51.0% | $4,740-68.9% |
| Participant deferral / active EE | $1,545 | $4,802-67.8% | $4,395-64.9% | $6,400-75.9% |
| Admin fee / account holder | $1,060 | $5,983-82.3% | $5,329-80.1% | $11,426-90.7% |