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 | $86,737 | $133,958-35.3% | $112,228-22.7% | $134,475-35.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -20.16% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,723 | $4,038-32.6% | $3,635-25.1% | $4,740-42.5% |
| Participant deferral / active EE | $8,051 | $5,291+52.2% | $4,728+70.3% | $6,400+25.8% |
| Admin fee / account holder | $3,544 | $7,489-52.7% | $6,410-44.7% | $11,426-69.0% |