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 7-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 | $54,546 | $92,703-41.2% | $82,719-34.1% | $134,475-59.4% |
| Participation rate | 23.8% | 75.2%-51.4pp | 72.6%-48.7pp | 81.2%-57.4pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,189 | $3,274-63.7% | $3,009-60.5% | $4,740-74.9% |
| Participant deferral / active EE | $2,930 | $4,802-39.0% | $4,395-33.3% | $6,400-54.2% |
| Admin fee / account holder | $536 | $5,983-91.0% | $5,329-89.9% | $11,426-95.3% |