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 | $62,269 | $106,543-41.6% | $91,220-31.7% | $134,475-53.7% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -13.01% | 160.60%-173.6pp | 114.01%-127.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,030 | $3,331-69.1% | $2,850-63.9% | $4,740-78.3% |
| Participant deferral / active EE | $1,700 | $4,719-64.0% | $4,234-59.8% | $6,400-73.4% |
| Admin fee / account holder | $849 | $6,231-86.4% | $5,420-84.3% | $11,426-92.6% |