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 | $13,758 | $84,402-83.7% | $61,373-77.6% | $134,475-89.8% |
| Participation rate | 26.7% | 62.2%-35.5pp | 52.6%-25.9pp | 81.2%-54.6pp |
| Annual return | -20.44% | 584.55%-605.0pp | 338.61%-359.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $394 | $1,544-74.5% | $1,159-66.0% | $4,740-91.7% |
| Participant deferral / active EE | $493 | $2,819-82.5% | $2,125-76.8% | $6,400-92.3% |
| Admin fee / account holder | $1,524 | $2,585-41.1% | $2,130-28.5% | $11,426-86.7% |