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 | $24,885 | $138,044-82.0% | $125,339-80.1% | $134,475-81.5% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -6.83% | 750.33%-757.2pp | 572.05%-578.9pp | 417.96%-424.8pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,814-66.9% | $4,740-66.4% |
| Participant deferral / active EE | $7,505 | $7,799-3.8% | $7,446+0.8% | $6,400+17.3% |
| Admin fee / account holder | $43,060 | $11,571+272.1% | $10,010+330.2% | $11,426+276.9% |