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 | $58,906 | $84,402-30.2% | $61,373-4.0% | $134,475-56.2% |
| Participation rate | 21.4% | 62.2%-40.8pp | 52.6%-31.1pp | 81.2%-59.8pp |
| Annual return | -18.12% | 584.55%-602.7pp | 338.61%-356.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $756 | $1,544-51.1% | $1,159-34.8% | $4,740-84.1% |
| Participant deferral / active EE | $3,221 | $2,819+14.3% | $2,125+51.6% | $6,400-49.7% |
| Admin fee / account holder | $5,582 | $2,585+115.9% | $2,130+162.1% | $11,426-51.1% |