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 5-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 | $31,502 | $106,543-70.4% | $91,220-65.5% | $134,475-76.6% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -10.88% | 160.60%-171.5pp | 114.01%-124.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $407 | $3,331-87.8% | $2,850-85.7% | $4,740-91.4% |
| Participant deferral / active EE | $4,198 | $4,719-11.0% | $4,234-0.9% | $6,400-34.4% |
| Admin fee / account holder | $314 | $6,231-95.0% | $5,420-94.2% | $11,426-97.3% |