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 | $26,833 | $152,509-82.4% | $117,472-77.2% | $134,475-80.0% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -16.23% | 52.99%-69.2pp | 29.74%-46.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $607 | $5,571-89.1% | $4,176-85.5% | $4,740-87.2% |
| Participant deferral / active EE | $2,087 | $4,818-56.7% | $4,070-48.7% | $6,400-67.4% |
| Admin fee / account holder | $11,380 | $7,004+62.5% | $5,645+101.6% | $11,426-0.4% |