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 | $20,280 | $133,958-84.9% | $112,228-81.9% | $134,475-84.9% |
| Participation rate | 31.3% | 78.6%-47.3pp | 75.1%-43.8pp | 81.2%-50.0pp |
| Annual return | -19.90% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,310 | $4,038-67.6% | $3,635-64.0% | $4,740-72.4% |
| Participant deferral / active EE | $2,607 | $5,291-50.7% | $4,728-44.9% | $6,400-59.3% |
| Admin fee / account holder | $2,207 | $7,489-70.5% | $6,410-65.6% | $11,426-80.7% |