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 4-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 | $26,175 | $61,774-57.6% | $97,226-73.1% | $80,856-67.6% |
| Participation rate | 50.9% | 63.5%-12.6pp | 72.7%-21.8pp | 67.6%-16.8pp |
| Annual return | 16.27% | -557.90%+574.2pp | 75.13%-58.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,687 | $1,837-8.2% | $2,729-38.2% | $2,755-38.8% |
| Participant deferral / active EE | $3,367 | $3,029+11.2% | $4,264-21.0% | $4,296-21.6% |
| Admin fee / account holder | $322 | $5,166-93.8% | $5,654-94.3% | $6,918-95.3% |