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 | $43,630 | $106,543-59.0% | $91,220-52.2% | $134,475-67.6% |
| Participation rate | 36.4% | 76.8%-40.4pp | 73.2%-36.8pp | 81.2%-44.9pp |
| Annual return | -16.29% | 160.60%-176.9pp | 114.01%-130.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,190 | $3,331-64.3% | $2,850-58.3% | $4,740-74.9% |
| Participant deferral / active EE | $2,956 | $4,719-37.4% | $4,234-30.2% | $6,400-53.8% |
| Admin fee / account holder | $1,280 | $6,231-79.5% | $5,420-76.4% | $11,426-88.8% |