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 | $16,113 | $104,106-84.5% | $71,086-77.3% | $135,375-88.1% |
| Participation rate | 57.9% | 65.7%-7.8pp | 54.7%+3.2pp | 82.6%-24.7pp |
| Annual return | -8.76% | 1256.30%-1265.1pp | 650.59%-659.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $299 | $1,485-79.9% | $1,088-72.5% | $4,779-93.7% |
| Participant deferral / active EE | $1,350 | $2,527-46.6% | $1,874-28.0% | $5,609-75.9% |
| Admin fee / account holder | $918 | $4,142-77.8% | $3,082-70.2% | $10,827-91.5% |