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 8-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 | $35,022 | $133,958-73.9% | $112,228-68.8% | $134,475-74.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.12% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,023 | $4,038+49.2% | $3,635+65.7% | $4,740+27.1% |
| Participant deferral / active EE | $7,886 | $5,291+49.1% | $4,728+66.8% | $6,400+23.2% |
| Admin fee / account holder | $1,440 | $7,489-80.8% | $6,410-77.5% | $11,426-87.4% |