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 | $34,285 | $133,958-74.4% | $112,228-69.5% | $134,475-74.5% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.4pp |
| Annual return | -19.15% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $851 | $4,038-78.9% | $3,635-76.6% | $4,740-82.0% |
| Participant deferral / active EE | $3,024 | $5,291-42.9% | $4,728-36.1% | $6,400-52.8% |
| Admin fee / account holder | $1,336 | $7,489-82.2% | $6,410-79.2% | $11,426-88.3% |