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 | $50,583 | $97,757-48.3% | $83,848-39.7% | $135,375-62.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.02% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,566 | $4,222-62.9% | $3,631-56.9% | $4,779-67.2% |
| Participant deferral / active EE | $2,686 | $4,682-42.6% | $4,082-34.2% | $5,609-52.1% |
| Admin fee / account holder | $781 | $6,674-88.3% | $5,478-85.7% | $10,827-92.8% |