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 4-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 | $93,434 | $142,344-34.4% | $119,609-21.9% | $134,475-30.5% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -9.20% | -12.44%+3.2pp | -14.97%+5.8pp | 417.96%-427.2pp |
| Employer contribution / active EE | $14,236 | $5,222+172.6% | $4,232+236.4% | $4,740+200.4% |
| Participant deferral / active EE | $5,200 | $6,469-19.6% | $5,602-7.2% | $6,400-18.7% |
| Admin fee / account holder | $974 | $13,584-92.8% | $10,323-90.6% | $11,426-91.5% |