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 | $104,843 | $133,958-21.7% | $112,228-6.6% | $134,475-22.0% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.4pp |
| Annual return | -19.85% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $979 | $4,038-75.8% | $3,635-73.1% | $4,740-79.4% |
| Participant deferral / active EE | $1,606 | $5,291-69.6% | $4,728-66.0% | $6,400-74.9% |
| Admin fee / account holder | $7,129 | $7,489-4.8% | $6,410+11.2% | $11,426-37.6% |