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 | $54,419 | $84,402-35.5% | $61,373-11.3% | $134,475-59.5% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -14.66% | 584.55%-599.2pp | 338.61%-353.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $885 | $1,544-42.7% | $1,159-23.6% | $4,740-81.3% |
| Participant deferral / active EE | $3,131 | $2,819+11.1% | $2,125+47.3% | $6,400-51.1% |
| Admin fee / account holder | $1,138 | $2,585-56.0% | $2,130-46.6% | $11,426-90.0% |