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 4-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 | $19,136 | $133,958-85.7% | $112,228-82.9% | $134,475-85.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -20.40% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,578 | $4,038-36.2% | $3,635-29.1% | $4,740-45.6% |
| Participant deferral / active EE | $6,348 | $5,291+20.0% | $4,728+34.3% | $6,400-0.8% |
| Admin fee / account holder | $1,484 | $7,489-80.2% | $6,410-76.8% | $11,426-87.0% |