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 | $28,490 | $92,703-69.3% | $82,719-65.6% | $134,475-78.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.68% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $923 | $3,274-71.8% | $3,009-69.3% | $4,740-80.5% |
| Participant deferral / active EE | $6,688 | $4,802+39.3% | $4,395+52.2% | $6,400+4.5% |
| Admin fee / account holder | $616 | $5,983-89.7% | $5,329-88.4% | $11,426-94.6% |