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 | $22,786 | $84,402-73.0% | $61,373-62.9% | $134,475-83.1% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -20.36% | 584.55%-604.9pp | 338.61%-359.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $530 | $2,819-81.2% | $2,125-75.1% | $6,400-91.7% |
| Admin fee / account holder | $396 | $2,585-84.7% | $2,130-81.4% | $11,426-96.5% |