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 8-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 | $6,942 | $84,402-91.8% | $61,373-88.7% | $134,475-94.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -17.84% | 584.55%-602.4pp | 338.61%-356.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $802 | $1,544-48.1% | $1,159-30.8% | $4,740-83.1% |
| Participant deferral / active EE | $1,998 | $2,819-29.1% | $2,125-6.0% | $6,400-68.8% |
| Admin fee / account holder | $397 | $2,585-84.6% | $2,130-81.4% | $11,426-96.5% |