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 | $179,909 | $82,286+118.6% | $68,791+161.5% | $134,475+33.8% |
| Participation rate | 61.5% | 75.1%-13.5pp | 69.0%-7.5pp | 81.2%-19.7pp |
| Annual return | -17.00% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,081 | $3,301-67.3% | $2,655-59.3% | $4,740-77.2% |
| Participant deferral / active EE | $5,588 | $4,739+17.9% | $3,941+41.8% | $6,400-12.7% |
| Admin fee / account holder | $3,776 | $6,481-41.7% | $4,932-23.4% | $11,426-67.0% |