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 | $59,129 | $99,640-40.7% | $86,436-31.6% | $134,475-56.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.55% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,238 | $4,400-49.1% | $3,769-40.6% | $4,740-52.8% |
| Participant deferral / active EE | $5,728 | $7,246-21.0% | $6,952-17.6% | $6,400-10.5% |
| Admin fee / account holder | $778 | $8,371-90.7% | $6,731-88.4% | $11,426-93.2% |