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 6-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 | $18,099 | $92,703-80.5% | $82,719-78.1% | $134,475-86.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.93% | 944.92%-964.9pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $784 | $3,274-76.0% | $3,009-73.9% | $4,740-83.5% |
| Participant deferral / active EE | $1,629 | $4,802-66.1% | $4,395-62.9% | $6,400-74.5% |
| Admin fee / account holder | $357 | $5,983-94.0% | $5,329-93.3% | $11,426-96.9% |