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 | $26,941 | $92,703-70.9% | $82,719-67.4% | $134,475-80.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -13.94% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,872 | $3,274-42.8% | $3,009-37.8% | $4,740-60.5% |
| Participant deferral / active EE | $3,167 | $4,802-34.0% | $4,395-27.9% | $6,400-50.5% |
| Admin fee / account holder | $617 | $5,983-89.7% | $5,329-88.4% | $11,426-94.6% |