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 | $30,929 | $105,860-70.8% | $90,749-65.9% | $134,475-77.0% |
| Participation rate | 46.2% | 78.2%-32.1pp | 75.7%-29.5pp | 81.2%-35.1pp |
| Annual return | -19.86% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,057 | $3,462-69.5% | $2,921-63.8% | $4,740-77.7% |
| Participant deferral / active EE | $4,422 | $5,216-15.2% | $4,564-3.1% | $6,400-30.9% |
| Admin fee / account holder | $883 | $13,938-93.7% | $8,445-89.5% | $11,426-92.3% |