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 | $52,481 | $67,331-22.1% | $60,874-13.8% | $134,475-61.0% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -17.94% | 49.93%-67.9pp | 16.90%-34.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $520 | $3,096-83.2% | $2,701-80.8% | $4,740-89.0% |
| Participant deferral / active EE | $1,357 | $4,538-70.1% | $3,817-64.4% | $6,400-78.8% |
| Admin fee / account holder | $737 | $4,582-83.9% | $3,224-77.1% | $11,426-93.6% |