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 8-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 | $32,990 | $91,538-64.0% | $129,995-74.6% | $75,163-56.1% |
| Participation rate | 60.4% | 71.4%-11.1pp | 78.5%-18.1pp | 67.2%-6.8pp |
| Annual return | 20.76% | -631.11%+651.9pp | -137.18%+157.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,012 | $2,845-29.3% | $4,320-53.4% | $2,670-24.6% |
| Participant deferral / active EE | $3,943 | $4,341-9.2% | $5,820-32.2% | $4,125-4.4% |
| Admin fee / account holder | $3,495 | $6,790-48.5% | $10,614-67.1% | $5,651-38.1% |