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 | $10,189 | $84,402-87.9% | $61,373-83.4% | $134,475-92.4% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -15.12% | 584.55%-599.7pp | 338.61%-353.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $225 | $1,544-85.4% | $1,159-80.6% | $4,740-95.3% |
| Participant deferral / active EE | $281 | $2,819-90.0% | $2,125-86.8% | $6,400-95.6% |
| Admin fee / account holder | $10,123 | $2,585+291.6% | $2,130+375.3% | $11,426-11.4% |