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 | $11,591 | $152,509-92.4% | $117,472-90.1% | $134,475-91.4% |
| Participation rate | 36.8% | 77.1%-40.2pp | 70.6%-33.7pp | 81.2%-44.4pp |
| Annual return | -17.90% | 52.99%-70.9pp | 29.74%-47.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,723 | $5,571-69.1% | $4,176-58.7% | $4,740-63.6% |
| Participant deferral / active EE | $1,958 | $4,818-59.4% | $4,070-51.9% | $6,400-69.4% |
| Admin fee / account holder | $5,866 | $7,004-16.3% | $5,645+3.9% | $11,426-48.7% |