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 8-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 | $76,571 | $106,543-28.1% | $91,220-16.1% | $134,475-43.1% |
| Participation rate | 38.5% | 76.8%-38.3pp | 73.2%-34.7pp | 81.2%-42.8pp |
| Annual return | -17.56% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $953 | $3,331-71.4% | $2,850-66.6% | $4,740-79.9% |
| Participant deferral / active EE | $4,863 | $4,719+3.1% | $4,234+14.9% | $6,400-24.0% |
| Admin fee / account holder | $1,790 | $6,231-71.3% | $5,420-67.0% | $11,426-84.3% |