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 | $50,416 | $84,402-40.3% | $61,373-17.9% | $134,475-62.5% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -18.67% | 584.55%-603.2pp | 338.61%-357.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $556 | $1,544-64.0% | $1,159-52.0% | $4,740-88.3% |
| Participant deferral / active EE | $4,583 | $2,819+62.6% | $2,125+115.7% | $6,400-28.4% |
| Admin fee / account holder | $1,475 | $2,585-42.9% | $2,130-30.7% | $11,426-87.1% |