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 | $47,243 | $92,703-49.0% | $82,719-42.9% | $134,475-64.9% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -5.91% | 944.92%-950.8pp | 701.18%-707.1pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,193 | $3,274-63.6% | $3,009-60.4% | $4,740-74.8% |
| Participant deferral / active EE | $3,375 | $4,802-29.7% | $4,395-23.2% | $6,400-47.3% |
| Admin fee / account holder | $635 | $5,983-89.4% | $5,329-88.1% | $11,426-94.4% |