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 | $15,129 | $152,509-90.1% | $117,472-87.1% | $134,475-88.7% |
| Participation rate | 44.4% | 77.1%-32.6pp | 70.6%-26.1pp | 81.2%-36.8pp |
| Annual return | -19.23% | 52.99%-72.2pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $874 | $5,571-84.3% | $4,176-79.1% | $4,740-81.6% |
| Participant deferral / active EE | $2,640 | $4,818-45.2% | $4,070-35.1% | $6,400-58.8% |
| Admin fee / account holder | $1,341 | $7,004-80.9% | $5,645-76.2% | $11,426-88.3% |