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 10-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 | $53,545 | $84,402-36.6% | $61,373-12.8% | $134,475-60.2% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -16.69% | 584.55%-601.2pp | 338.61%-355.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $328 | $1,544-78.8% | $1,159-71.7% | $4,740-93.1% |
| Participant deferral / active EE | $1,189 | $2,819-57.8% | $2,125-44.1% | $6,400-81.4% |
| Admin fee / account holder | $482 | $2,585-81.3% | $2,130-77.3% | $11,426-95.8% |