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 | $16,743 | $92,703-81.9% | $82,719-79.8% | $134,475-87.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.27% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $743 | $3,274-77.3% | $3,009-75.3% | $4,740-84.3% |
| Participant deferral / active EE | $1,078 | $4,802-77.5% | $4,395-75.5% | $6,400-83.2% |
| Admin fee / account holder | $4,790 | $5,983-19.9% | $5,329-10.1% | $11,426-58.1% |