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 | $27,511 | $99,640-72.4% | $86,436-68.2% | $134,475-79.5% |
| Participation rate | 47.4% | 82.0%-34.7pp | 80.3%-33.0pp | 81.2%-33.9pp |
| Annual return | -19.07% | 6782.58%-6801.6pp | 4394.89%-4414.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,178 | $4,400-50.5% | $3,769-42.2% | $4,740-54.0% |
| Participant deferral / active EE | $3,901 | $7,246-46.2% | $6,952-43.9% | $6,400-39.1% |
| Admin fee / account holder | $2,968 | $8,371-64.5% | $6,731-55.9% | $11,426-74.0% |