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 | $28,630 | $152,509-81.2% | $117,472-75.6% | $134,475-78.7% |
| Participation rate | 59.1% | 77.1%-18.0pp | 70.6%-11.5pp | 81.2%-22.1pp |
| Annual return | -18.19% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,616 | $5,571-71.0% | $4,176-61.3% | $4,740-65.9% |
| Participant deferral / active EE | $4,078 | $4,818-15.4% | $4,070+0.2% | $6,400-36.3% |
| Admin fee / account holder | $4,499 | $7,004-35.8% | $5,645-20.3% | $11,426-60.6% |