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 | $34,642 | $138,044-74.9% | $125,339-72.4% | $134,475-74.2% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -17.70% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,054 | $5,243-60.8% | $4,814-57.3% | $4,740-56.7% |
| Participant deferral / active EE | $4,422 | $7,799-43.3% | $7,446-40.6% | $6,400-30.9% |
| Admin fee / account holder | $3,338 | $11,571-71.2% | $10,010-66.6% | $11,426-70.8% |