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 7-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 | $51,015 | $93,024-45.2% | $77,024-33.8% | $134,475-62.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -14.63% | 62.60%-77.2pp | 42.32%-56.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,841 | $3,418-46.1% | $2,812-34.5% | $4,740-61.2% |
| Participant deferral / active EE | $7,612 | $5,238+45.3% | $4,426+72.0% | $6,400+18.9% |
| Admin fee / account holder | $1,223 | $6,944-82.4% | $5,425-77.5% | $11,426-89.3% |