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 | $37,363 | $138,044-72.9% | $125,339-70.2% | $134,475-72.2% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -17.69% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $974 | $5,243-81.4% | $4,814-79.8% | $4,740-79.4% |
| Participant deferral / active EE | $2,689 | $7,799-65.5% | $7,446-63.9% | $6,400-58.0% |
| Admin fee / account holder | $3,591 | $11,571-69.0% | $10,010-64.1% | $11,426-68.6% |