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 | $18,892 | $95,862-80.3% | $79,550-76.3% | $134,475-86.0% |
| Participation rate | 64.7% | 75.0%-10.3pp | 69.5%-4.8pp | 81.2%-16.5pp |
| Annual return | -16.20% | -2.69%-13.5pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,082 | $3,128-65.4% | $2,413-55.2% | $4,740-77.2% |
| Participant deferral / active EE | $3,969 | $4,693-15.4% | $3,985-0.4% | $6,400-38.0% |
| Admin fee / account holder | $468 | $9,126-94.9% | $6,832-93.2% | $11,426-95.9% |