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 | $13,748 | $54,350-74.7% | $82,719-83.4% | $68,494-79.9% |
| Participation rate | 55.6% | 63.9%-8.4pp | 72.6%-17.0pp | 67.9%-12.3pp |
| Annual return | 84.69% | -13.67%+98.4pp | 701.18%-616.5pp | -7.84%+92.5pp |
| Employer contribution / active EE | $1,008 | $2,218-54.6% | $3,009-66.5% | $2,596-61.2% |
| Participant deferral / active EE | $3,253 | $3,246+0.2% | $4,395-26.0% | $4,027-19.2% |
| Admin fee / account holder | $814 | $4,395-81.5% | $5,329-84.7% | $5,403-84.9% |