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 | $24,529 | $138,044-82.2% | $125,339-80.4% | $134,475-81.8% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -20.34% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,179 | $7,799-59.2% | $7,446-57.3% | $6,400-50.3% |
| Admin fee / account holder | $3,922 | $11,571-66.1% | $10,010-60.8% | $11,426-65.7% |