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 4-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 | $38,799 | $106,543-63.6% | $91,220-57.5% | $134,475-71.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -15.31% | 160.60%-175.9pp | 114.01%-129.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,051 | $3,331-68.5% | $2,850-63.1% | $4,740-77.8% |
| Participant deferral / active EE | $1,299 | $4,719-72.5% | $4,234-69.3% | $6,400-79.7% |
| Admin fee / account holder | $327 | $6,231-94.7% | $5,420-94.0% | $11,426-97.1% |