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 | $54,439 | $27,641+97.0% | $61,373-11.3% | $68,494-20.5% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | -17.76% | -13.24%-4.5pp | 338.61%-356.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $229 | $695-67.1% | $1,159-80.2% | $2,596-91.2% |
| Participant deferral / active EE | $802 | $1,263-36.5% | $2,125-62.3% | $4,027-80.1% |
| Admin fee / account holder | $2,007 | $2,010-0.2% | $2,130-5.8% | $5,403-62.9% |