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 6-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 | $83,000 | $131,829-37.0% | $108,579-23.6% | $273,961-69.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.37% | -91.57%+95.9pp | -51.70%+56.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,415 | $4,912-50.8% | $3,758-35.7% | $4,869-50.4% |
| Participant deferral / active EE | $4,517 | $5,127-11.9% | $4,311+4.8% | $5,287-14.6% |
| Admin fee / account holder | $3,500 | $10,252-65.9% | $7,645-54.2% | $10,132-65.5% |