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 | $20,951 | $84,402-75.2% | $61,373-65.9% | $134,475-84.4% |
| Participation rate | 18.8% | 62.2%-43.5pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | -17.90% | 584.55%-602.4pp | 338.61%-356.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $490 | $1,544-68.3% | $1,159-57.8% | $4,740-89.7% |
| Participant deferral / active EE | $1,548 | $2,819-45.1% | $2,125-27.1% | $6,400-75.8% |
| Admin fee / account holder | $1,572 | $2,585-39.2% | $2,130-26.2% | $11,426-86.2% |