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 | $40,519 | $105,860-61.7% | $90,749-55.4% | $134,475-69.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -16.31% | -11.01%-5.3pp | -12.16%-4.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,419 | $3,462-30.1% | $2,921-17.2% | $4,740-49.0% |
| Participant deferral / active EE | $5,795 | $5,216+11.1% | $4,564+27.0% | $6,400-9.4% |
| Admin fee / account holder | $6,435 | $13,938-53.8% | $8,445-23.8% | $11,426-43.7% |