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 9-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 | $13,538 | $92,703-85.4% | $82,719-83.6% | $134,475-89.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.58% | 944.92%-963.5pp | 701.18%-719.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,710 | $3,274-47.8% | $3,009-43.2% | $4,740-63.9% |
| Participant deferral / active EE | $2,100 | $4,802-56.3% | $4,395-52.2% | $6,400-67.2% |
| Admin fee / account holder | $793 | $5,983-86.7% | $5,329-85.1% | $11,426-93.1% |