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 | $19,648 | $92,703-78.8% | $82,719-76.2% | $134,475-85.4% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -20.22% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $498 | $3,274-84.8% | $3,009-83.5% | $4,740-89.5% |
| Participant deferral / active EE | $2,238 | $4,802-53.4% | $4,395-49.1% | $6,400-65.0% |
| Admin fee / account holder | $1,134 | $5,983-81.0% | $5,329-78.7% | $11,426-90.1% |