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 7-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 | $32,664 | $84,402-61.3% | $61,373-46.8% | $134,475-75.7% |
| Participation rate | 6.7% | 62.2%-55.5pp | 52.6%-45.9pp | 81.2%-74.6pp |
| Annual return | -20.54% | 584.55%-605.1pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $473 | $1,544-69.4% | $1,159-59.2% | $4,740-90.0% |
| Participant deferral / active EE | $2,060 | $2,819-26.9% | $2,125-3.1% | $6,400-67.8% |
| Admin fee / account holder | $772 | $2,585-70.1% | $2,130-63.8% | $11,426-93.2% |