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 | $66,060 | $133,958-50.7% | $112,228-41.1% | $134,475-50.9% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -19.04% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,404 | $4,038-65.2% | $3,635-61.4% | $4,740-70.4% |
| Participant deferral / active EE | $5,388 | $5,291+1.8% | $4,728+14.0% | $6,400-15.8% |
| Admin fee / account holder | $471 | $7,489-93.7% | $6,410-92.7% | $11,426-95.9% |