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 | $23,859 | $84,402-71.7% | $61,373-61.1% | $134,475-82.3% |
| Participation rate | 6.7% | 62.2%-55.5pp | 52.6%-45.9pp | 81.2%-74.6pp |
| Annual return | -18.30% | 584.55%-602.8pp | 338.61%-356.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $177 | $1,544-88.5% | $1,159-84.7% | $4,740-96.3% |
| Participant deferral / active EE | $340 | $2,819-87.9% | $2,125-84.0% | $6,400-94.7% |
| Admin fee / account holder | $953 | $2,585-63.1% | $2,130-55.3% | $11,426-91.7% |