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 | $24,837 | $93,024-73.3% | $77,024-67.8% | $134,475-81.5% |
| Participation rate | 30.4% | 74.5%-44.0pp | 67.9%-37.5pp | 81.2%-50.8pp |
| Annual return | -17.90% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $607 | $3,418-82.2% | $2,812-78.4% | $4,740-87.2% |
| Participant deferral / active EE | $2,207 | $5,238-57.9% | $4,426-50.1% | $6,400-65.5% |
| Admin fee / account holder | $2,356 | $6,944-66.1% | $5,425-56.6% | $11,426-79.4% |