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 10-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 | $126,265 | $84,402+49.6% | $61,373+105.7% | $134,475-6.1% |
| Participation rate | 29.2% | 62.2%-33.0pp | 52.6%-23.4pp | 81.2%-52.1pp |
| Annual return | -11.86% | 584.55%-596.4pp | 338.61%-350.5pp | 417.96%-429.8pp |
| Employer contribution / active EE | $452 | $1,544-70.7% | $1,159-61.0% | $4,740-90.5% |
| Participant deferral / active EE | $1,043 | $2,819-63.0% | $2,125-50.9% | $6,400-83.7% |
| Admin fee / account holder | $320 | $2,585-87.6% | $2,130-85.0% | $11,426-97.2% |