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 | $35,887 | $64,871-44.7% | $129,110-72.2% | $66,914-46.4% |
| Participation rate | 61.1% | 74.0%-12.9pp | 77.3%-16.2pp | 69.8%-8.7pp |
| Annual return | -14.61% | -12.21%-2.4pp | -10.94%-3.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,165 | $3,741-42.1% | $5,052-57.2% | $2,544-14.9% |
| Participant deferral / active EE | $4,634 | $5,090-9.0% | $6,542-29.2% | $4,237+9.4% |
| Admin fee / account holder | $1,756 | $629+179.2% | $14,302-87.7% | $593+196.0% |