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 9-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 | $32,193 | $190,805-83.1% | $159,960-79.9% | $134,475-76.1% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.24% | 552.23%-570.5pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,293 | $4,995-34.1% | $4,226-22.1% | $4,740-30.5% |
| Participant deferral / active EE | $17,333 | $6,923+150.4% | $6,182+180.4% | $6,400+170.8% |
| Admin fee / account holder | $151,437 | $10,471+1346.2% | $8,698+1641.1% | $11,426+1225.4% |