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 5-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 | $83,325 | $84,402-1.3% | $61,373+35.8% | $134,475-38.0% |
| Participation rate | 17.6% | 62.2%-44.6pp | 52.6%-34.9pp | 81.2%-63.6pp |
| Annual return | -12.14% | 584.55%-596.7pp | 338.61%-350.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $597 | $1,544-61.3% | $1,159-48.5% | $4,740-87.4% |
| Participant deferral / active EE | $2,721 | $2,819-3.5% | $2,125+28.1% | $6,400-57.5% |
| Admin fee / account holder | $1,359 | $2,585-47.4% | $2,130-36.2% | $11,426-88.1% |