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 | $16,202 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 52.6% | 84.5%-31.9pp | 82.4%-29.7pp | 81.2%-28.6pp |
| Annual return | -19.91% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,148 | $5,243-78.1% | $4,814-76.1% | $4,740-75.8% |
| Participant deferral / active EE | $2,591 | $7,799-66.8% | $7,446-65.2% | $6,400-59.5% |
| Admin fee / account holder | $923 | $11,571-92.0% | $10,010-90.8% | $11,426-91.9% |