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 9-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 | $27,716 | $82,664-66.5% | $125,339-77.9% | $68,494-59.5% |
| Participation rate | 47.9% | 75.0%-27.1pp | 82.4%-34.5pp | 67.9%-20.0pp |
| Annual return | -19.14% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,291 | $3,381-32.2% | $4,814-52.4% | $2,596-11.8% |
| Participant deferral / active EE | $5,202 | $6,110-14.9% | $7,446-30.1% | $4,027+29.2% |
| Admin fee / account holder | $2,855 | $6,275-54.5% | $10,010-71.5% | $5,403-47.2% |