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 7-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 | $52,753 | $92,703-43.1% | $82,719-36.2% | $134,475-60.8% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.2pp | 81.2%-28.8pp |
| Annual return | -17.00% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $545 | $3,274-83.3% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $3,012 | $4,802-37.3% | $4,395-31.5% | $6,400-52.9% |
| Admin fee / account holder | $19,246 | $5,983+221.7% | $5,329+261.2% | $11,426+68.4% |