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 8-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 | $14,430 | $190,805-92.4% | $159,960-91.0% | $134,475-89.3% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.13% | 552.23%-570.4pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,720 | $4,995-65.6% | $4,226-59.3% | $4,740-63.7% |
| Participant deferral / active EE | $5,008 | $6,923-27.7% | $6,182-19.0% | $6,400-21.7% |
| Admin fee / account holder | $6,163 | $10,471-41.1% | $8,698-29.1% | $11,426-46.1% |