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 7-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 | $15,718 | $190,805-91.8% | $159,960-90.2% | $134,475-88.3% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -18.01% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,164 | $4,995-76.7% | $4,226-72.5% | $4,740-75.4% |
| Participant deferral / active EE | $2,801 | $6,923-59.5% | $6,182-54.7% | $6,400-56.2% |
| Admin fee / account holder | $1,952 | $10,471-81.4% | $8,698-77.6% | $11,426-82.9% |