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 | $28,042 | $190,805-85.3% | $159,960-82.5% | $134,475-79.1% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -19.49% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,818 | $4,995-63.6% | $4,226-57.0% | $4,740-61.6% |
| Participant deferral / active EE | $2,313 | $6,923-66.6% | $6,182-62.6% | $6,400-63.9% |
| Admin fee / account holder | $841 | $10,471-92.0% | $8,698-90.3% | $11,426-92.6% |