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 | $54,249 | $84,402-35.7% | $61,373-11.6% | $134,475-59.7% |
| Participation rate | 4.3% | 62.2%-57.9pp | 52.6%-48.2pp | 81.2%-76.9pp |
| Annual return | -20.27% | 584.55%-604.8pp | 338.61%-358.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $85 | $1,544-94.5% | $1,159-92.6% | $4,740-98.2% |
| Participant deferral / active EE | $409 | $2,819-85.5% | $2,125-80.7% | $6,400-93.6% |
| Admin fee / account holder | $2,871 | $2,585+11.1% | $2,130+34.8% | $11,426-74.9% |