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 7-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 | $23,260 | $93,024-75.0% | $77,024-69.8% | $134,475-82.7% |
| Participation rate | 31.3% | 74.5%-43.2pp | 67.9%-36.7pp | 81.2%-50.0pp |
| Annual return | -10.59% | 62.60%-73.2pp | 42.32%-52.9pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,884 | $3,418-44.9% | $2,812-33.0% | $4,740-60.3% |
| Participant deferral / active EE | $3,049 | $5,238-41.8% | $4,426-31.1% | $6,400-52.4% |
| Admin fee / account holder | $742 | $6,944-89.3% | $5,425-86.3% | $11,426-93.5% |