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 6-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 | $16,574 | $99,640-83.4% | $86,436-80.8% | $134,475-87.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.28% | 6782.58%-6802.9pp | 4394.89%-4415.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,765 | $4,400-14.4% | $3,769-0.1% | $4,740-20.6% |
| Participant deferral / active EE | $3,765 | $7,246-48.0% | $6,952-45.8% | $6,400-41.2% |
| Admin fee / account holder | $5,775 | $8,371-31.0% | $6,731-14.2% | $11,426-49.5% |