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 | $34,687 | $91,538-62.1% | $129,995-73.3% | $75,163-53.9% |
| Participation rate | 55.2% | 71.4%-16.3pp | 78.5%-23.3pp | 67.2%-12.0pp |
| Annual return | 19.48% | -631.11%+650.6pp | -137.18%+156.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,250 | $2,845+14.2% | $4,320-24.8% | $2,670+21.7% |
| Participant deferral / active EE | $6,883 | $4,341+58.6% | $5,820+18.3% | $4,125+66.9% |
| Admin fee / account holder | $6,353 | $6,790-6.4% | $10,614-40.2% | $5,651+12.4% |