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 | $22,439 | $138,065-83.7% | $123,544-81.8% | $135,375-83.4% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -0.36% | 153.68%-154.0pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $949 | $5,151-81.6% | $4,628-79.5% | $4,779-80.1% |
| Participant deferral / active EE | $2,626 | $6,799-61.4% | $6,426-59.1% | $5,609-53.2% |
| Admin fee / account holder | $26,413 | $10,916+142.0% | $9,284+184.5% | $10,827+144.0% |