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 | $51,966 | $190,805-72.8% | $159,960-67.5% | $134,475-61.4% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.04% | 552.23%-572.3pp | 408.60%-428.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,465 | $4,995-70.7% | $4,226-65.3% | $4,740-69.1% |
| Participant deferral / active EE | $7,789 | $6,923+12.5% | $6,182+26.0% | $6,400+21.7% |
| Admin fee / account holder | $1,876 | $10,471-82.1% | $8,698-78.4% | $11,426-83.6% |