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 | $31,807 | $97,757-67.5% | $83,848-62.1% | $135,375-76.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -6.76% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,220 | $4,222-71.1% | $3,631-66.4% | $4,779-74.5% |
| Participant deferral / active EE | $1,220 | $4,682-73.9% | $4,082-70.1% | $5,609-78.2% |
| Admin fee / account holder | $3,518 | $6,674-47.3% | $5,478-35.8% | $10,827-67.5% |