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 | $95,256 | $88,594+7.5% | $70,092+35.9% | $134,475-29.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -20.01% | 442.67%-462.7pp | 190.73%-210.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $650 | $3,233-79.9% | $2,559-74.6% | $4,740-86.3% |
| Participant deferral / active EE | $11,875 | $4,772+148.8% | $3,849+208.5% | $6,400+85.6% |
| Admin fee / account holder | $1,996 | $10,441-80.9% | $6,267-68.1% | $11,426-82.5% |