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 | $29,462 | $93,024-68.3% | $77,024-61.7% | $134,475-78.1% |
| Participation rate | 61.5% | 74.5%-12.9pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -19.73% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,480 | $3,418+1.8% | $2,812+23.7% | $4,740-26.6% |
| Participant deferral / active EE | $6,779 | $5,238+29.4% | $4,426+53.2% | $6,400+5.9% |
| Admin fee / account holder | $952 | $6,944-86.3% | $5,425-82.5% | $11,426-91.7% |