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 | $93,548 | $90,600+3.3% | $79,464+17.7% | $135,375-30.9% |
| Participation rate | 27.3% | 76.0%-48.8pp | 73.3%-46.1pp | 82.6%-55.4pp |
| Annual return | -5.26% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $512 | $3,068-83.3% | $2,800-81.7% | $4,779-89.3% |
| Participant deferral / active EE | $1,412 | $4,050-65.1% | $3,704-61.9% | $5,609-74.8% |
| Admin fee / account holder | $489 | $5,907-91.7% | $5,113-90.4% | $10,827-95.5% |