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 | $32,044 | $190,805-83.2% | $159,960-80.0% | $134,475-76.2% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -17.34% | 552.23%-569.6pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,219 | $4,995-75.6% | $4,226-71.2% | $4,740-74.3% |
| Participant deferral / active EE | $2,524 | $6,923-63.5% | $6,182-59.2% | $6,400-60.6% |
| Admin fee / account holder | $1,174 | $10,471-88.8% | $8,698-86.5% | $11,426-89.7% |