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 | $22,016 | $88,594-75.1% | $70,092-68.6% | $134,475-83.6% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -18.22% | 442.67%-460.9pp | 190.73%-209.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,274 | $3,233-29.7% | $2,559-11.1% | $4,740-52.0% |
| Participant deferral / active EE | $5,193 | $4,772+8.8% | $3,849+34.9% | $6,400-18.9% |
| Admin fee / account holder | $4,463 | $10,441-57.3% | $6,267-28.8% | $11,426-60.9% |