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 | $28,673 | $106,543-73.1% | $91,220-68.6% | $134,475-78.7% |
| Participation rate | 54.5% | 76.8%-22.3pp | 73.2%-18.7pp | 81.2%-26.7pp |
| Annual return | -20.12% | 160.60%-180.7pp | 114.01%-134.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,562 | $3,331-23.1% | $2,850-10.1% | $4,740-46.0% |
| Participant deferral / active EE | $3,686 | $4,719-21.9% | $4,234-12.9% | $6,400-42.4% |
| Admin fee / account holder | $615 | $6,231-90.1% | $5,420-88.6% | $11,426-94.6% |