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 | $70,455 | $91,538-23.0% | $129,995-45.8% | $75,163-6.3% |
| Participation rate | 45.9% | 71.4%-25.6pp | 78.5%-32.6pp | 67.2%-21.3pp |
| Annual return | 20.79% | -631.11%+651.9pp | -137.18%+158.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,376 | $2,845-51.7% | $4,320-68.2% | $2,670-48.5% |
| Participant deferral / active EE | $2,990 | $4,341-31.1% | $5,820-48.6% | $4,125-27.5% |
| Admin fee / account holder | $11,932 | $6,790+75.7% | $10,614+12.4% | $5,651+111.1% |