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 | $33,164 | $190,805-82.6% | $159,960-79.3% | $134,475-75.3% |
| Participation rate | 65.2% | 81.9%-16.7pp | 78.0%-12.7pp | 81.2%-16.0pp |
| Annual return | -14.05% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,963 | $4,995-60.7% | $4,226-53.5% | $4,740-58.6% |
| Participant deferral / active EE | $3,119 | $6,923-55.0% | $6,182-49.6% | $6,400-51.3% |
| Admin fee / account holder | $3,899 | $10,471-62.8% | $8,698-55.2% | $11,426-65.9% |