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 | $37,389 | $84,402-55.7% | $61,373-39.1% | $134,475-72.2% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | -18.54% | 584.55%-603.1pp | 338.61%-357.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $388 | $1,544-74.9% | $1,159-66.5% | $4,740-91.8% |
| Participant deferral / active EE | $3,375 | $2,819+19.7% | $2,125+58.8% | $6,400-47.3% |
| Admin fee / account holder | $401 | $2,585-84.5% | $2,130-81.2% | $11,426-96.5% |