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 | $113,201 | $84,402+34.1% | $61,373+84.4% | $134,475-15.8% |
| Participation rate | 8.3% | 62.2%-53.9pp | 52.6%-44.2pp | 81.2%-72.9pp |
| Annual return | -19.79% | 584.55%-604.3pp | 338.61%-358.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $139 | $1,544-91.0% | $1,159-88.0% | $4,740-97.1% |
| Participant deferral / active EE | $1,667 | $2,819-40.9% | $2,125-21.6% | $6,400-74.0% |
| Admin fee / account holder | $302 | $2,585-88.3% | $2,130-85.8% | $11,426-97.4% |