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 | $30,054 | $152,509-80.3% | $117,472-74.4% | $134,475-77.7% |
| Participation rate | 47.4% | 77.1%-29.7pp | 70.6%-23.2pp | 81.2%-33.9pp |
| Annual return | -20.35% | 52.99%-73.3pp | 29.74%-50.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,648 | $5,571-70.4% | $4,176-60.5% | $4,740-65.2% |
| Participant deferral / active EE | $3,643 | $4,818-24.4% | $4,070-10.5% | $6,400-43.1% |
| Admin fee / account holder | $529 | $7,004-92.4% | $5,645-90.6% | $11,426-95.4% |