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 | $135,460 | $84,402+60.5% | $61,373+120.7% | $134,475+0.7% |
| Participation rate | 4.5% | 62.2%-57.7pp | 52.6%-48.0pp | 81.2%-76.7pp |
| Annual return | -14.63% | 584.55%-599.2pp | 338.61%-353.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $118 | $1,544-92.3% | $1,159-89.8% | $4,740-97.5% |
| Participant deferral / active EE | $932 | $2,819-66.9% | $2,125-56.1% | $6,400-85.4% |
| Admin fee / account holder | $1,251 | $2,585-51.6% | $2,130-41.3% | $11,426-89.1% |