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 | $123,903 | $138,065-10.3% | $123,544+0.3% | $135,375-8.5% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | -4.52% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,395 | $5,151-72.9% | $4,628-69.9% | $4,779-70.8% |
| Participant deferral / active EE | $3,395 | $6,799-50.1% | $6,426-47.2% | $5,609-39.5% |
| Admin fee / account holder | $7,844 | $10,916-28.1% | $9,284-15.5% | $10,827-27.5% |