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 | $122,135 | $106,543+14.6% | $91,220+33.9% | $134,475-9.2% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -18.81% | 160.60%-179.4pp | 114.01%-132.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $699 | $3,331-79.0% | $2,850-75.5% | $4,740-85.3% |
| Participant deferral / active EE | $3,086 | $4,719-34.6% | $4,234-27.1% | $6,400-51.8% |
| Admin fee / account holder | $1,095 | $6,231-82.4% | $5,420-79.8% | $11,426-90.4% |