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 | $17,873 | $90,600-80.3% | $79,464-77.5% | $135,375-86.8% |
| Participation rate | 15.0% | 76.0%-61.0pp | 73.3%-58.3pp | 82.6%-67.6pp |
| Annual return | -9.14% | 977.43%-986.6pp | 718.14%-727.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $445 | $3,068-85.5% | $2,800-84.1% | $4,779-90.7% |
| Participant deferral / active EE | $1,193 | $4,050-70.6% | $3,704-67.8% | $5,609-78.7% |
| Admin fee / account holder | $3,682 | $5,907-37.7% | $5,113-28.0% | $10,827-66.0% |