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 | $40,922 | $142,344-71.3% | $119,609-65.8% | $134,475-69.6% |
| Participation rate | 59.1% | 82.8%-23.7pp | 79.3%-20.2pp | 81.2%-22.1pp |
| Annual return | -16.40% | -12.44%-4.0pp | -14.97%-1.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,369 | $5,222-54.6% | $4,232-44.0% | $4,740-50.0% |
| Participant deferral / active EE | $7,768 | $6,469+20.1% | $5,602+38.7% | $6,400+21.4% |
| Admin fee / account holder | $12,473 | $13,584-8.2% | $10,323+20.8% | $11,426+9.2% |