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 7-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 | $62,630 | $133,958-53.2% | $112,228-44.2% | $134,475-53.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.90% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,775 | $4,038+43.0% | $3,635+58.9% | $4,740+21.8% |
| Participant deferral / active EE | $6,746 | $5,291+27.5% | $4,728+42.7% | $6,400+5.4% |
| Admin fee / account holder | $892 | $7,489-88.1% | $6,410-86.1% | $11,426-92.2% |