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 | $25,946 | $84,402-69.3% | $61,373-57.7% | $134,475-80.7% |
| Participation rate | 22.7% | 62.2%-39.5pp | 52.6%-29.8pp | 81.2%-58.5pp |
| Annual return | -15.82% | 584.55%-600.4pp | 338.61%-354.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $677 | $1,544-56.2% | $1,159-41.7% | $4,740-85.7% |
| Participant deferral / active EE | $1,162 | $2,819-58.8% | $2,125-45.3% | $6,400-81.8% |
| Admin fee / account holder | $532 | $2,585-79.4% | $2,130-75.0% | $11,426-95.3% |