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 | $39,024 | $49,177-20.6% | $79,464-50.9% | $64,186-39.2% |
| Participation rate | 62.7% | 65.0%-2.3pp | 73.3%-10.6pp | 69.6%-6.9pp |
| Annual return | -4.48% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $496 | $2,076-76.1% | $2,800-82.3% | $2,381-79.2% |
| Participant deferral / active EE | $3,033 | $2,821+7.5% | $3,704-18.1% | $3,470-12.6% |
| Admin fee / account holder | $992 | $3,839-74.2% | $5,113-80.6% | $4,888-79.7% |