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 6-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 | $91,527 | $133,958-31.7% | $112,228-18.4% | $134,475-31.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -7.92% | 47.11%-55.0pp | 27.45%-35.4pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,680 | $4,038-58.4% | $3,635-53.8% | $4,740-64.6% |
| Participant deferral / active EE | $7,989 | $5,291+51.0% | $4,728+69.0% | $6,400+24.8% |
| Admin fee / account holder | $794 | $7,489-89.4% | $6,410-87.6% | $11,426-93.1% |