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 5-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 | $140,353 | $81,900+71.4% | $119,609+17.3% | $68,494+104.9% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.5pp | 67.9%-16.2pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,635 | $2,693-39.3% | $4,232-61.4% | $2,596-37.0% |
| Participant deferral / active EE | $5,049 | $4,148+21.7% | $5,602-9.9% | $4,027+25.4% |
| Admin fee / account holder | $1,957 | $6,582-70.3% | $10,323-81.0% | $5,403-63.8% |