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 | $11,279 | $93,024-87.9% | $77,024-85.4% | $134,475-91.6% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -17.63% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $978 | $3,418-71.4% | $2,812-65.2% | $4,740-79.4% |
| Participant deferral / active EE | $978 | $5,238-81.3% | $4,426-77.9% | $6,400-84.7% |
| Admin fee / account holder | $8,276 | $6,944+19.2% | $5,425+52.5% | $11,426-27.6% |