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 | $21,668 | $167,307-87.0% | $143,757-84.9% | $134,475-83.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -5.93% | 0.46%-6.4pp | -0.04%-5.9pp | 417.96%-423.9pp |
| Employer contribution / active EE | $5,707 | $5,619+1.6% | $4,951+15.3% | $4,740+20.4% |
| Participant deferral / active EE | $4,870 | $6,446-24.5% | $5,637-13.6% | $6,400-23.9% |
| Admin fee / account holder | $602 | $18,088-96.7% | $14,673-95.9% | $11,426-94.7% |