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 | $67,940 | $190,805-64.4% | $159,960-57.5% | $134,475-49.5% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -19.03% | 552.23%-571.3pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,424 | $4,995-71.5% | $4,226-66.3% | $4,740-70.0% |
| Participant deferral / active EE | $4,708 | $6,923-32.0% | $6,182-23.9% | $6,400-26.4% |
| Admin fee / account holder | $1,015 | $10,471-90.3% | $8,698-88.3% | $11,426-91.1% |