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 | $176,844 | $106,543+66.0% | $91,220+93.9% | $134,475+31.5% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -17.00% | 160.60%-177.6pp | 114.01%-131.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $897 | $3,331-73.1% | $2,850-68.5% | $4,740-81.1% |
| Participant deferral / active EE | $4,096 | $4,719-13.2% | $4,234-3.2% | $6,400-36.0% |
| Admin fee / account holder | $18,121 | $6,231+190.8% | $5,420+234.4% | $11,426+58.6% |