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 | $23,432 | $69,010-66.0% | $159,960-85.4% | $68,494-65.8% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 67.9%-34.6pp |
| Annual return | -18.91% | -9.65%-9.3pp | 408.60%-427.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $956 | $2,213-56.8% | $4,226-77.4% | $2,596-63.2% |
| Participant deferral / active EE | $1,658 | $4,212-60.6% | $6,182-73.2% | $4,027-58.8% |
| Admin fee / account holder | $3,788 | $4,798-21.1% | $8,698-56.5% | $5,403-29.9% |