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 | $110,689 | $92,703+19.4% | $82,719+33.8% | $134,475-17.7% |
| Participation rate | 26.7% | 75.2%-48.5pp | 72.6%-45.9pp | 81.2%-54.6pp |
| Annual return | -16.73% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $505 | $3,274-84.6% | $3,009-83.2% | $4,740-89.4% |
| Participant deferral / active EE | $3,099 | $4,802-35.5% | $4,395-29.5% | $6,400-51.6% |
| Admin fee / account holder | $689 | $5,983-88.5% | $5,329-87.1% | $11,426-94.0% |