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 | $83,554 | $92,703-9.9% | $82,719+1.0% | $134,475-37.9% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -13.84% | 944.92%-958.8pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $572 | $3,274-82.5% | $3,009-81.0% | $4,740-87.9% |
| Participant deferral / active EE | $2,744 | $4,802-42.9% | $4,395-37.6% | $6,400-57.1% |
| Admin fee / account holder | $23,198 | $5,983+287.8% | $5,329+335.3% | $11,426+103.0% |