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 | $25,298 | $190,805-86.7% | $159,960-84.2% | $134,475-81.2% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -19.57% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,471 | $4,995-70.6% | $4,226-65.2% | $4,740-69.0% |
| Participant deferral / active EE | $2,539 | $6,923-63.3% | $6,182-58.9% | $6,400-60.3% |
| Admin fee / account holder | $373 | $10,471-96.4% | $8,698-95.7% | $11,426-96.7% |