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 8-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 | $8,284 | $92,703-91.1% | $82,719-90.0% | $134,475-93.8% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -18.57% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $587 | $3,274-82.1% | $3,009-80.5% | $4,740-87.6% |
| Participant deferral / active EE | $2,498 | $4,802-48.0% | $4,395-43.2% | $6,400-61.0% |
| Admin fee / account holder | $763 | $5,983-87.3% | $5,329-85.7% | $11,426-93.3% |