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 | $100,154 | $54,350+84.3% | $82,719+21.1% | $68,494+46.2% |
| Participation rate | 30.8% | 63.9%-33.1pp | 72.6%-41.8pp | 67.9%-37.1pp |
| Annual return | -18.48% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $257 | $2,218-88.4% | $3,009-91.5% | $2,596-90.1% |
| Participant deferral / active EE | $1,386 | $3,246-57.3% | $4,395-68.5% | $4,027-65.6% |
| Admin fee / account holder | $5,976 | $4,395+36.0% | $5,329+12.1% | $5,403+10.6% |