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 | $8,709 | $84,402-89.7% | $61,373-85.8% | $134,475-93.5% |
| Participation rate | 68.4% | 62.2%+6.2pp | 52.6%+15.9pp | 81.2%-12.8pp |
| Annual return | -15.71% | 584.55%-600.3pp | 338.61%-354.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $619 | $1,544-59.9% | $1,159-46.6% | $4,740-86.9% |
| Participant deferral / active EE | $3,118 | $2,819+10.6% | $2,125+46.8% | $6,400-51.3% |
| Admin fee / account holder | $3,117 | $2,585+20.6% | $2,130+46.4% | $11,426-72.7% |