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 6-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 | $19,578 | $93,024-79.0% | $77,024-74.6% | $134,475-85.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -18.86% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $695 | $3,418-79.7% | $2,812-75.3% | $4,740-85.3% |
| Participant deferral / active EE | $1,618 | $5,238-69.1% | $4,426-63.4% | $6,400-74.7% |
| Admin fee / account holder | $6,317 | $6,944-9.0% | $5,425+16.4% | $11,426-44.7% |