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 | $16,069 | $93,024-82.7% | $77,024-79.1% | $134,475-88.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -16.00% | 62.60%-78.6pp | 42.32%-58.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $677 | $3,418-80.2% | $2,812-75.9% | $4,740-85.7% |
| Participant deferral / active EE | $1,712 | $5,238-67.3% | $4,426-61.3% | $6,400-73.3% |
| Admin fee / account holder | $4,370 | $6,944-37.1% | $5,425-19.5% | $11,426-61.8% |