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 | $17,911 | $82,286-78.2% | $68,791-74.0% | $134,475-86.7% |
| Participation rate | 28.6% | 75.1%-46.5pp | 69.0%-40.5pp | 81.2%-52.7pp |
| Annual return | -20.47% | -2.19%-18.3pp | -6.38%-14.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,280 | $3,301-61.2% | $2,655-51.8% | $4,740-73.0% |
| Participant deferral / active EE | $2,783 | $4,739-41.3% | $3,941-29.4% | $6,400-56.5% |
| Admin fee / account holder | $378 | $6,481-94.2% | $4,932-92.3% | $11,426-96.7% |