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 | $78,292 | $92,703-15.5% | $82,719-5.4% | $134,475-41.8% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -11.01% | 944.92%-955.9pp | 701.18%-712.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,759 | $3,274-46.3% | $3,009-41.5% | $4,740-62.9% |
| Participant deferral / active EE | $4,078 | $4,802-15.1% | $4,395-7.2% | $6,400-36.3% |
| Admin fee / account holder | $6,465 | $5,983+8.1% | $5,329+21.3% | $11,426-43.4% |