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 | $82,317 | $92,703-11.2% | $82,719-0.5% | $134,475-38.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -18.71% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $896 | $3,274-72.6% | $3,009-70.2% | $4,740-81.1% |
| Participant deferral / active EE | $4,583 | $4,802-4.6% | $4,395+4.3% | $6,400-28.4% |
| Admin fee / account holder | $34,021 | $5,983+468.7% | $5,329+538.4% | $11,426+197.8% |