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 | $31,101 | $90,600-65.7% | $79,464-60.9% | $135,375-77.0% |
| Participation rate | 30.8% | 76.0%-45.3pp | 73.3%-42.6pp | 82.6%-51.9pp |
| Annual return | -6.65% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $235 | $3,068-92.3% | $2,800-91.6% | $4,779-95.1% |
| Participant deferral / active EE | $978 | $4,050-75.8% | $3,704-73.6% | $5,609-82.6% |
| Admin fee / account holder | $6,738 | $5,907+14.1% | $5,113+31.8% | $10,827-37.8% |