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 | $92,256 | $82,286+12.1% | $68,791+34.1% | $134,475-31.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -13.37% | -2.19%-11.2pp | -6.38%-7.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,300 | $3,3010% | $2,655+24.3% | $4,740-30.4% |
| Participant deferral / active EE | $13,000 | $4,739+174.3% | $3,941+229.9% | $6,400+103.1% |
| Admin fee / account holder | $929 | $6,481-85.7% | $4,932-81.2% | $11,426-91.9% |