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 | $96,385 | $133,958-28.0% | $112,228-14.1% | $134,475-28.3% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.69% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,467 | $4,038-38.9% | $3,635-32.1% | $4,740-48.0% |
| Participant deferral / active EE | $3,700 | $5,291-30.1% | $4,728-21.7% | $6,400-42.2% |
| Admin fee / account holder | $855 | $7,489-88.6% | $6,410-86.7% | $11,426-92.5% |