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 | $17,560 | $84,402-79.2% | $61,373-71.4% | $134,475-86.9% |
| Participation rate | 23.5% | 62.2%-38.7pp | 52.6%-29.0pp | 81.2%-57.7pp |
| Annual return | -21.03% | 584.55%-605.6pp | 338.61%-359.6pp | 417.96%-439.0pp |
| Employer contribution / active EE | $661 | $1,544-57.2% | $1,159-43.0% | $4,740-86.1% |
| Participant deferral / active EE | $1,071 | $2,819-62.0% | $2,125-49.6% | $6,400-83.3% |
| Admin fee / account holder | $385 | $2,585-85.1% | $2,130-81.9% | $11,426-96.6% |