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 5-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 | $21,228 | $84,402-74.8% | $61,373-65.4% | $134,475-84.2% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -15.04% | 584.55%-599.6pp | 338.61%-353.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,164 | $1,544-24.6% | $1,159+0.4% | $4,740-75.4% |
| Participant deferral / active EE | $3,802 | $2,819+34.9% | $2,125+78.9% | $6,400-40.6% |
| Admin fee / account holder | $2,750 | $2,585+6.4% | $2,130+29.1% | $11,426-75.9% |