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 | $24,217 | $133,958-81.9% | $112,228-78.4% | $134,475-82.0% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -16.15% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,693 | $4,038-58.1% | $3,635-53.4% | $4,740-64.3% |
| Participant deferral / active EE | $4,121 | $5,291-22.1% | $4,728-12.8% | $6,400-35.6% |
| Admin fee / account holder | $3,435 | $7,489-54.1% | $6,410-46.4% | $11,426-69.9% |