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 | $39,034 | $97,757-60.1% | $83,848-53.4% | $135,375-71.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -3.74% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,212 | $4,222-71.3% | $3,631-66.6% | $4,779-74.6% |
| Participant deferral / active EE | $1,212 | $4,682-74.1% | $4,082-70.3% | $5,609-78.4% |
| Admin fee / account holder | $19,347 | $6,674+189.9% | $5,478+253.2% | $10,827+78.7% |