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 | $21,305 | $92,703-77.0% | $82,719-74.2% | $134,475-84.2% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 81.2%-23.3pp |
| Annual return | -20.13% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $903 | $3,274-72.4% | $3,009-70.0% | $4,740-80.9% |
| Participant deferral / active EE | $4,104 | $4,802-14.5% | $4,395-6.6% | $6,400-35.9% |
| Admin fee / account holder | $1,555 | $5,983-74.0% | $5,329-70.8% | $11,426-86.4% |