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 4-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 | $16,007 | $190,805-91.6% | $159,960-90.0% | $134,475-88.1% |
| Participation rate | 26.7% | 81.9%-55.3pp | 78.0%-51.3pp | 81.2%-54.6pp |
| Annual return | -18.55% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,120 | $4,995-77.6% | $4,226-73.5% | $4,740-76.4% |
| Participant deferral / active EE | $2,609 | $6,923-62.3% | $6,182-57.8% | $6,400-59.2% |
| Admin fee / account holder | $643 | $10,471-93.9% | $8,698-92.6% | $11,426-94.4% |