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 | $47,359 | $82,286-42.4% | $68,791-31.2% | $134,475-64.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -15.03% | -2.19%-12.8pp | -6.38%-8.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,636 | $3,301-20.1% | $2,655-0.7% | $4,740-44.4% |
| Participant deferral / active EE | $5,118 | $4,739+8.0% | $3,941+29.9% | $6,400-20.0% |
| Admin fee / account holder | $596 | $6,481-90.8% | $4,932-87.9% | $11,426-94.8% |