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 5-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 | $77,618 | $84,402-8.0% | $61,373+26.5% | $134,475-42.3% |
| Participation rate | 39.1% | 62.2%-23.1pp | 52.6%-13.4pp | 81.2%-42.1pp |
| Annual return | -16.58% | 584.55%-601.1pp | 338.61%-355.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $120 | $1,544-92.2% | $1,159-89.6% | $4,740-97.5% |
| Participant deferral / active EE | $962 | $2,819-65.9% | $2,125-54.7% | $6,400-85.0% |
| Admin fee / account holder | $1,627 | $2,585-37.1% | $2,130-23.6% | $11,426-85.8% |