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 3-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 | $72,143 | $175,600-58.9% | $129,110-44.1% | $134,475-46.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -1.58% | -11.39%+9.8pp | -10.94%+9.4pp | 417.96%-419.5pp |
| Employer contribution / active EE | $7,700 | $6,355+21.2% | $5,052+52.4% | $4,740+62.5% |
| Participant deferral / active EE | $18,000 | $7,975+125.7% | $6,542+175.1% | $6,400+181.3% |
| Admin fee / account holder | $1,132 | $23,567-95.2% | $14,302-92.1% | $11,426-90.1% |