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 | $47,118 | $88,594-46.8% | $70,092-32.8% | $134,475-65.0% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -13.00% | 442.67%-455.7pp | 190.73%-203.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,090 | $3,233-66.3% | $2,559-57.4% | $4,740-77.0% |
| Participant deferral / active EE | $3,316 | $4,772-30.5% | $3,849-13.8% | $6,400-48.2% |
| Admin fee / account holder | $804 | $10,441-92.3% | $6,267-87.2% | $11,426-93.0% |