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 | $48,721 | $84,402-42.3% | $61,373-20.6% | $134,475-63.8% |
| Participation rate | 26.1% | 62.2%-36.1pp | 52.6%-26.5pp | 81.2%-55.1pp |
| Annual return | -16.42% | 584.55%-601.0pp | 338.61%-355.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $637 | $1,544-58.7% | $1,159-45.0% | $4,740-86.6% |
| Participant deferral / active EE | $877 | $2,819-68.9% | $2,125-58.7% | $6,400-86.3% |
| Admin fee / account holder | $7,439 | $2,585+187.8% | $2,130+249.3% | $11,426-34.9% |