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 7-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 | $11,164 | $93,024-88.0% | $77,024-85.5% | $134,475-91.7% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -6.35% | 62.60%-69.0pp | 42.32%-48.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,092 | $3,418-68.1% | $2,812-61.2% | $4,740-77.0% |
| Participant deferral / active EE | $2,165 | $5,238-58.7% | $4,426-51.1% | $6,400-66.2% |
| Admin fee / account holder | $832 | $6,944-88.0% | $5,425-84.7% | $11,426-92.7% |