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 | $32,613 | $92,703-64.8% | $82,719-60.6% | $134,475-75.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.91% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,465 | $3,274-55.3% | $3,009-51.3% | $4,740-69.1% |
| Participant deferral / active EE | $5,214 | $4,802+8.6% | $4,395+18.6% | $6,400-18.5% |
| Admin fee / account holder | $579 | $5,983-90.3% | $5,329-89.1% | $11,426-94.9% |