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 | $57,847 | $152,509-62.1% | $117,472-50.8% | $134,475-57.0% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -6.49% | 52.99%-59.5pp | 29.74%-36.2pp | 417.96%-424.5pp |
| Employer contribution / active EE | $374 | $5,571-93.3% | $4,176-91.0% | $4,740-92.1% |
| Participant deferral / active EE | $412 | $4,818-91.5% | $4,070-89.9% | $6,400-93.6% |
| Admin fee / account holder | $8,493 | $7,004+21.3% | $5,645+50.5% | $11,426-25.7% |