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 | $22,789 | $92,703-75.4% | $82,719-72.4% | $134,475-83.1% |
| Participation rate | 34.8% | 75.2%-40.4pp | 72.6%-37.8pp | 81.2%-46.4pp |
| Annual return | -15.29% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $504 | $3,274-84.6% | $3,009-83.2% | $4,740-89.4% |
| Participant deferral / active EE | $1,235 | $4,802-74.3% | $4,395-71.9% | $6,400-80.7% |
| Admin fee / account holder | $2,683 | $5,983-55.2% | $5,329-49.7% | $11,426-76.5% |