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 | $14,718 | $84,402-82.6% | $61,373-76.0% | $134,475-89.1% |
| Participation rate | 18.8% | 62.2%-43.5pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | -20.50% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $292 | $1,544-81.1% | $1,159-74.8% | $4,740-93.8% |
| Participant deferral / active EE | $2,910 | $2,819+3.2% | $2,125+36.9% | $6,400-54.5% |
| Admin fee / account holder | $480 | $2,585-81.4% | $2,130-77.5% | $11,426-95.8% |