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 | $125,427 | $92,703+35.3% | $82,719+51.6% | $134,475-6.7% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -18.38% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,400 | $3,274-57.2% | $3,009-53.5% | $4,740-70.5% |
| Participant deferral / active EE | $5,466 | $4,802+13.8% | $4,395+24.4% | $6,400-14.6% |
| Admin fee / account holder | $5,414 | $5,983-9.5% | $5,329+1.6% | $11,426-52.6% |