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 | $15,827 | $92,703-82.9% | $82,719-80.9% | $134,475-88.2% |
| Participation rate | 52.9% | 75.2%-22.3pp | 72.6%-19.6pp | 81.2%-28.3pp |
| Annual return | -17.95% | 944.92%-962.9pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,062 | $3,274-67.6% | $3,009-64.7% | $4,740-77.6% |
| Participant deferral / active EE | $1,605 | $4,802-66.6% | $4,395-63.5% | $6,400-74.9% |
| Admin fee / account holder | $3,590 | $5,983-40.0% | $5,329-32.6% | $11,426-68.6% |