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 | $30,057 | $91,538-67.2% | $129,995-76.9% | $75,163-60.0% |
| Participation rate | 42.4% | 71.4%-29.0pp | 78.5%-36.1pp | 67.2%-24.8pp |
| Annual return | 25.90% | -631.11%+657.0pp | -137.18%+163.1pp | 160.62%-134.7pp |
| Employer contribution / active EE | $1,768 | $2,845-37.9% | $4,320-59.1% | $2,670-33.8% |
| Participant deferral / active EE | $5,083 | $4,341+17.1% | $5,820-12.7% | $4,125+23.2% |
| Admin fee / account holder | $2,610 | $6,790-61.6% | $10,614-75.4% | $5,651-53.8% |