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 | $36,324 | $190,805-81.0% | $159,960-77.3% | $134,475-73.0% |
| Participation rate | 57.9% | 81.9%-24.0pp | 78.0%-20.1pp | 81.2%-23.3pp |
| Annual return | -18.64% | 552.23%-570.9pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,086 | $4,995-58.2% | $4,226-50.6% | $4,740-56.0% |
| Participant deferral / active EE | $4,750 | $6,923-31.4% | $6,182-23.2% | $6,400-25.8% |
| Admin fee / account holder | $854 | $10,471-91.8% | $8,698-90.2% | $11,426-92.5% |