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 | $23,294 | $152,509-84.7% | $117,472-80.2% | $134,475-82.7% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -0.53% | 52.99%-53.5pp | 29.74%-30.3pp | 417.96%-418.5pp |
| Employer contribution / active EE | $420 | $5,571-92.5% | $4,176-90.0% | $4,740-91.1% |
| Participant deferral / active EE | $777 | $4,818-83.9% | $4,070-80.9% | $6,400-87.9% |
| Admin fee / account holder | $308 | $7,004-95.6% | $5,645-94.6% | $11,426-97.3% |