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 6-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 | $9,128 | $93,024-90.2% | $77,024-88.1% | $134,475-93.2% |
| Participation rate | 58.3% | 74.5%-16.1pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -16.09% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,970 | $3,418-42.4% | $2,812-29.9% | $4,740-58.4% |
| Participant deferral / active EE | $2,872 | $5,238-45.2% | $4,426-35.1% | $6,400-55.1% |
| Admin fee / account holder | $1,287 | $6,944-81.5% | $5,425-76.3% | $11,426-88.7% |