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 | $57,966 | $133,958-56.7% | $112,228-48.3% | $134,475-56.9% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -18.06% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,766 | $4,038-56.3% | $3,635-51.4% | $4,740-62.7% |
| Participant deferral / active EE | $5,431 | $5,291+2.7% | $4,728+14.9% | $6,400-15.1% |
| Admin fee / account holder | $7,160 | $7,489-4.4% | $6,410+11.7% | $11,426-37.3% |