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 | $27,411 | $190,805-85.6% | $159,960-82.9% | $134,475-79.6% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -17.15% | 552.23%-569.4pp | 408.60%-425.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,101 | $4,995-37.9% | $4,226-26.6% | $4,740-34.6% |
| Participant deferral / active EE | $6,665 | $6,923-3.7% | $6,182+7.8% | $6,400+4.1% |
| Admin fee / account holder | $899 | $10,471-91.4% | $8,698-89.7% | $11,426-92.1% |