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 3-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 | $27,826 | $133,958-79.2% | $112,228-75.2% | $134,475-79.3% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -19.82% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,236 | $4,038-44.6% | $3,635-38.5% | $4,740-52.8% |
| Participant deferral / active EE | $6,123 | $5,291+15.7% | $4,728+29.5% | $6,400-4.3% |
| Admin fee / account holder | $3,177 | $7,489-57.6% | $6,410-50.4% | $11,426-72.2% |