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 10-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 | $83,530 | $106,543-21.6% | $91,220-8.4% | $134,475-37.9% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -17.86% | 160.60%-178.5pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $745 | $3,331-77.6% | $2,850-73.9% | $4,740-84.3% |
| Participant deferral / active EE | $2,980 | $4,719-36.8% | $4,234-29.6% | $6,400-53.4% |
| Admin fee / account holder | $5,091 | $6,231-18.3% | $5,420-6.1% | $11,426-55.4% |