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 6-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 | $26,941 | $95,862-71.9% | $79,550-66.1% | $134,475-80.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -20.30% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,778 | $3,128-11.2% | $2,413+15.1% | $4,740-41.4% |
| Participant deferral / active EE | $4,788 | $4,693+2.0% | $3,985+20.2% | $6,400-25.2% |
| Admin fee / account holder | $3,386 | $9,126-62.9% | $6,832-50.4% | $11,426-70.4% |