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 6-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 | $11,714 | $84,402-86.1% | $61,373-80.9% | $134,475-91.3% |
| Participation rate | 38.9% | 62.2%-23.3pp | 52.6%-13.7pp | 81.2%-42.3pp |
| Annual return | -16.95% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $450 | $1,544-70.9% | $1,159-61.2% | $4,740-90.5% |
| Participant deferral / active EE | $1,375 | $2,819-51.2% | $2,125-35.3% | $6,400-78.5% |
| Admin fee / account holder | $474 | $2,585-81.7% | $2,130-77.7% | $11,426-95.9% |