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 9-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 | $77,176 | $133,958-42.4% | $112,228-31.2% | $134,475-42.6% |
| Participation rate | 45.8% | 78.6%-32.7pp | 75.1%-29.2pp | 81.2%-35.4pp |
| Annual return | -18.68% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,811 | $4,038-30.4% | $3,635-22.7% | $4,740-40.7% |
| Participant deferral / active EE | $6,939 | $5,291+31.2% | $4,728+46.8% | $6,400+8.4% |
| Admin fee / account holder | $2,828 | $7,489-62.2% | $6,410-55.9% | $11,426-75.3% |