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 | $103,272 | $126,574-18.4% | $106,213-2.8% | $145,922-29.2% |
| Participation rate | 43.8% | 77.6%-33.9pp | 75.3%-31.5pp | 80.3%-36.5pp |
| Annual return | 8.94% | 224.79%-215.8pp | 116.14%-107.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,595 | $5,724-72.1% | $5,016-68.2% | $6,688-76.2% |
| Admin fee / account holder | $5,809 | $17,304-66.4% | $11,033-47.3% | $13,397-56.6% |