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 | $38,761 | $93,024-58.3% | $77,024-49.7% | $134,475-71.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -19.95% | 62.60%-82.5pp | 42.32%-62.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,505 | $3,418-56.0% | $2,812-46.5% | $4,740-68.2% |
| Participant deferral / active EE | $5,171 | $5,238-1.3% | $4,426+16.8% | $6,400-19.2% |
| Admin fee / account holder | $319 | $6,944-95.4% | $5,425-94.1% | $11,426-97.2% |