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 | $22,905 | $84,402-72.9% | $61,373-62.7% | $134,475-83.0% |
| Participation rate | 52.9% | 62.2%-9.3pp | 52.6%+0.4pp | 81.2%-28.3pp |
| Annual return | -19.55% | 584.55%-604.1pp | 338.61%-358.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $550 | $1,544-64.4% | $1,159-52.6% | $4,740-88.4% |
| Participant deferral / active EE | $2,399 | $2,819-14.9% | $2,125+12.9% | $6,400-62.5% |
| Admin fee / account holder | $811 | $2,585-68.6% | $2,130-61.9% | $11,426-92.9% |