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 | $57,647 | $93,024-38.0% | $77,024-25.2% | $134,475-57.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.42% | 62.60%-81.0pp | 42.32%-60.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,651 | $3,418-51.7% | $2,812-41.3% | $4,740-65.2% |
| Participant deferral / active EE | $3,703 | $5,238-29.3% | $4,426-16.3% | $6,400-42.1% |
| Admin fee / account holder | $365 | $6,944-94.7% | $5,425-93.3% | $11,426-96.8% |