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 | $29,019 | $93,024-68.8% | $77,024-62.3% | $134,475-78.4% |
| Participation rate | 52.2% | 74.5%-22.3pp | 67.9%-15.7pp | 81.2%-29.0pp |
| Annual return | -14.86% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,561 | $3,418-25.1% | $2,812-8.9% | $4,740-46.0% |
| Participant deferral / active EE | $7,360 | $5,238+40.5% | $4,426+66.3% | $6,400+15.0% |
| Admin fee / account holder | $419 | $6,944-94.0% | $5,425-92.3% | $11,426-96.3% |