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 8-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 | $17,899 | $92,703-80.7% | $82,719-78.4% | $134,475-86.7% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.6pp | 81.2%-19.3pp |
| Annual return | -17.79% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,973 | $3,274-39.7% | $3,009-34.4% | $4,740-58.4% |
| Participant deferral / active EE | $2,737 | $4,802-43.0% | $4,395-37.7% | $6,400-57.2% |
| Admin fee / account holder | $1,002 | $5,983-83.3% | $5,329-81.2% | $11,426-91.2% |