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 | $51,612 | $138,044-62.6% | $125,339-58.8% | $134,475-61.6% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.50% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,226 | $5,243-76.6% | $4,814-74.5% | $4,740-74.1% |
| Participant deferral / active EE | $3,317 | $7,799-57.5% | $7,446-55.5% | $6,400-48.2% |
| Admin fee / account holder | $2,967 | $11,571-74.4% | $10,010-70.4% | $11,426-74.0% |