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 | $17,168 | $84,402-79.7% | $61,373-72.0% | $134,475-87.2% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -19.43% | 584.55%-604.0pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $695 | $1,544-55.0% | $1,159-40.0% | $4,740-85.3% |
| Participant deferral / active EE | $1,728 | $2,819-38.7% | $2,125-18.7% | $6,400-73.0% |
| Admin fee / account holder | $756 | $2,585-70.7% | $2,130-64.5% | $11,426-93.4% |