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 7-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 | $67,688 | $91,538-26.1% | $129,995-47.9% | $75,163-9.9% |
| Participation rate | 57.0% | 71.4%-14.5pp | 78.5%-21.5pp | 67.2%-10.2pp |
| Annual return | 43.35% | -631.11%+674.5pp | -137.18%+180.5pp | 160.62%-117.3pp |
| Employer contribution / active EE | $1,567 | $2,845-44.9% | $4,320-63.7% | $2,670-41.3% |
| Participant deferral / active EE | $4,486 | $4,341+3.3% | $5,820-22.9% | $4,125+8.7% |
| Admin fee / account holder | $1,500 | $6,790-77.9% | $10,614-85.9% | $5,651-73.5% |