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 | $25,066 | $90,600-72.3% | $79,464-68.5% | $135,375-81.5% |
| Participation rate | 60.9% | 76.0%-15.2pp | 73.3%-12.5pp | 82.6%-21.8pp |
| Annual return | -8.64% | 977.43%-986.1pp | 718.14%-726.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $929 | $3,068-69.7% | $2,800-66.8% | $4,779-80.6% |
| Participant deferral / active EE | $1,847 | $4,050-54.4% | $3,704-50.1% | $5,609-67.1% |
| Admin fee / account holder | $443 | $5,907-92.5% | $5,113-91.3% | $10,827-95.9% |