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 6-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 | $32,717 | $190,805-82.9% | $159,960-79.5% | $134,475-75.7% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -18.54% | 552.23%-570.8pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,025 | $4,995-59.5% | $4,226-52.1% | $4,740-57.3% |
| Participant deferral / active EE | $3,677 | $6,923-46.9% | $6,182-40.5% | $6,400-42.5% |
| Admin fee / account holder | $518 | $10,471-95.1% | $8,698-94.0% | $11,426-95.5% |