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 5-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 | $28,055 | $92,703-69.7% | $82,719-66.1% | $134,475-79.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -5.56% | 944.92%-950.5pp | 701.18%-706.7pp | 417.96%-423.5pp |
| Employer contribution / active EE | $4,013 | $3,274+22.6% | $3,009+33.4% | $4,740-15.3% |
| Participant deferral / active EE | $7,749 | $4,802+61.4% | $4,395+76.3% | $6,400+21.1% |
| Admin fee / account holder | $599 | $5,983-90.0% | $5,329-88.8% | $11,426-94.8% |