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 | $27,146 | $152,509-82.2% | $117,472-76.9% | $134,475-79.8% |
| Participation rate | 47.1% | 77.1%-30.0pp | 70.6%-23.5pp | 81.2%-34.2pp |
| Annual return | -20.37% | 52.99%-73.4pp | 29.74%-50.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $726 | $5,571-87.0% | $4,176-82.6% | $4,740-84.7% |
| Participant deferral / active EE | $1,589 | $4,818-67.0% | $4,070-61.0% | $6,400-75.2% |
| Admin fee / account holder | $2,493 | $7,004-64.4% | $5,645-55.8% | $11,426-78.2% |