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 | $84,111 | $106,543-21.1% | $91,220-7.8% | $134,475-37.5% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -10.37% | 160.60%-171.0pp | 114.01%-124.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,014 | $3,331-69.6% | $2,850-64.4% | $4,740-78.6% |
| Participant deferral / active EE | $2,353 | $4,719-50.1% | $4,234-44.4% | $6,400-63.2% |
| Admin fee / account holder | $1,333 | $6,231-78.6% | $5,420-75.4% | $11,426-88.3% |