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 4-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 | $117,463 | $168,632-30.3% | $147,614-20.4% | $125,391-6.3% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | -0.34% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,620 | $6,252-42.1% | $5,564-34.9% | $4,866-25.6% |
| Participant deferral / active EE | $4,159 | $5,507-24.5% | $4,895-15.0% | $5,352-22.3% |
| Admin fee / account holder | $2,399 | $13,580-82.3% | $11,611-79.3% | $9,540-74.9% |