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 | $92,605 | $95,862-3.4% | $79,550+16.4% | $134,475-31.1% |
| Participation rate | 65.2% | 75.0%-9.8pp | 69.5%-4.3pp | 81.2%-16.0pp |
| Annual return | -16.67% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,690 | $3,128-14.0% | $2,413+11.5% | $4,740-43.2% |
| Participant deferral / active EE | $5,989 | $4,693+27.6% | $3,985+50.3% | $6,400-6.4% |
| Admin fee / account holder | $816 | $9,126-91.1% | $6,832-88.1% | $11,426-92.9% |