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 | $12,450 | $45,863-72.9% | $77,024-83.8% | $68,494-81.8% |
| Participation rate | 59.8% | 55.9%+3.8pp | 67.9%-8.1pp | 67.9%-8.1pp |
| Annual return | -12.74% | 1.72%-14.5pp | 42.32%-55.1pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,107 | $1,650+88.3% | $2,812+10.5% | $2,596+19.7% |
| Participant deferral / active EE | $1,454 | $2,962-50.9% | $4,426-67.1% | $4,027-63.9% |
| Admin fee / account holder | $1,423 | $3,041-53.2% | $5,425-73.8% | $5,403-73.7% |