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 | $25,020 | $84,402-70.4% | $61,373-59.2% | $134,475-81.4% |
| Participation rate | 23.5% | 62.2%-38.7pp | 52.6%-29.0pp | 81.2%-57.7pp |
| Annual return | -17.30% | 584.55%-601.8pp | 338.61%-355.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $420 | $1,544-72.8% | $1,159-63.8% | $4,740-91.1% |
| Participant deferral / active EE | $1,909 | $2,819-32.3% | $2,125-10.2% | $6,400-70.2% |
| Admin fee / account holder | $3,914 | $2,585+51.4% | $2,130+83.8% | $11,426-65.7% |