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 | $21,078 | $106,543-80.2% | $91,220-76.9% | $134,475-84.3% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.2%-18.2pp | 81.2%-26.2pp |
| Annual return | -20.20% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,465 | $3,331-26.0% | $2,850-13.5% | $4,740-48.0% |
| Participant deferral / active EE | $3,736 | $4,719-20.8% | $4,234-11.8% | $6,400-41.6% |
| Admin fee / account holder | $2,153 | $6,231-65.5% | $5,420-60.3% | $11,426-81.2% |