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 4-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 | $30,720 | $138,044-77.7% | $125,339-75.5% | $134,475-77.2% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,210 | $5,243-76.9% | $4,814-74.9% | $4,740-74.5% |
| Participant deferral / active EE | $2,697 | $7,799-65.4% | $7,446-63.8% | $6,400-57.9% |
| Admin fee / account holder | $491 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |