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 | $56,214 | $27,641+103.4% | $61,373-8.4% | $68,494-17.9% |
| Participation rate | 37.9% | 39.5%-1.6pp | 52.6%-14.7pp | 67.9%-30.0pp |
| Annual return | -16.33% | -13.24%-3.1pp | 338.61%-354.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $932 | $695+34.1% | $1,159-19.6% | $2,596-64.1% |
| Participant deferral / active EE | $1,816 | $1,263+43.8% | $2,125-14.5% | $4,027-54.9% |
| Admin fee / account holder | $528 | $2,010-73.7% | $2,130-75.2% | $5,403-90.2% |