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 | $17,408 | $92,703-81.2% | $82,719-79.0% | $134,475-87.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -16.15% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,022 | $3,274-68.8% | $3,009-66.0% | $4,740-78.4% |
| Participant deferral / active EE | $2,366 | $4,802-50.7% | $4,395-46.2% | $6,400-63.0% |
| Admin fee / account holder | $4,339 | $5,983-27.5% | $5,329-18.6% | $11,426-62.0% |