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 9-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 | $18,478 | $84,402-78.1% | $61,373-69.9% | $134,475-86.3% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -12.76% | 584.55%-597.3pp | 338.61%-351.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $486 | $1,544-68.5% | $1,159-58.0% | $4,740-89.7% |
| Participant deferral / active EE | $715 | $2,819-74.6% | $2,125-66.3% | $6,400-88.8% |
| Admin fee / account holder | $1,657 | $2,585-35.9% | $2,130-22.2% | $11,426-85.5% |