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 | $23,846 | $82,286-71.0% | $68,791-65.3% | $134,475-82.3% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.0%+0.2pp | 81.2%-12.0pp |
| Annual return | 15.34% | -2.19%+17.5pp | -6.38%+21.7pp | 417.96%-402.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,592 | $4,739+39.1% | $3,941+67.3% | $6,400+3.0% |
| Admin fee / account holder | $1,922 | $6,481-70.3% | $4,932-61.0% | $11,426-83.2% |