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 | $23,679 | $152,509-84.5% | $117,472-79.8% | $134,475-82.4% |
| Participation rate | 41.7% | 77.1%-35.4pp | 70.6%-28.9pp | 81.2%-39.6pp |
| Annual return | -19.44% | 52.99%-72.4pp | 29.74%-49.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $414 | $5,571-92.6% | $4,176-90.1% | $4,740-91.3% |
| Participant deferral / active EE | $1,357 | $4,818-71.8% | $4,070-66.7% | $6,400-78.8% |
| Admin fee / account holder | $3,184 | $7,004-54.5% | $5,645-43.6% | $11,426-72.1% |