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 8-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 | $69,143 | $133,958-48.4% | $112,228-38.4% | $134,475-48.6% |
| Participation rate | 60.9% | 78.6%-17.7pp | 75.1%-14.2pp | 81.2%-20.4pp |
| Annual return | -19.23% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,576 | $5,291-13.5% | $4,728-3.2% | $6,400-28.5% |
| Admin fee / account holder | $6,376 | $7,489-14.9% | $6,410-0.5% | $11,426-44.2% |