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 | $22,437 | $93,024-75.9% | $77,024-70.9% | $134,475-83.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -18.21% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,144 | $3,418-66.5% | $2,812-59.3% | $4,740-75.9% |
| Participant deferral / active EE | $3,044 | $5,238-41.9% | $4,426-31.2% | $6,400-52.4% |
| Admin fee / account holder | $3,970 | $6,944-42.8% | $5,425-26.8% | $11,426-65.3% |