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 | $97,862 | $64,119+52.6% | $112,228-12.8% | $66,914+46.2% |
| Participation rate | 44.8% | 68.5%-23.7pp | 75.1%-30.3pp | 69.8%-25.0pp |
| Annual return | -18.18% | -13.81%-4.4pp | 27.45%-45.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,665 | $3,005-11.3% | $3,635-26.7% | $2,544+4.7% |
| Participant deferral / active EE | $3,813 | $3,693+3.3% | $4,728-19.3% | $4,237-10.0% |
| Admin fee / account holder | $3,550 | $625+467.8% | $6,410-44.6% | $593+498.4% |