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 | $12,521 | $67,331-81.4% | $60,874-79.4% | $134,475-90.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -17.26% | 49.93%-67.2pp | 16.90%-34.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $900 | $3,096-71.0% | $2,701-66.7% | $4,740-81.0% |
| Participant deferral / active EE | $1,734 | $4,538-61.8% | $3,817-54.6% | $6,400-72.9% |
| Admin fee / account holder | $4,041 | $4,582-11.8% | $3,224+25.3% | $11,426-64.6% |