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 | $44,328 | $75,935-41.6% | $60,547-26.8% | $125,391-64.6% |
| Participation rate | 63.6% | 76.5%-12.9pp | 68.0%-4.3pp | 83.2%-19.6pp |
| Annual return | -3.10% | -5.38%+2.3pp | 335.64%-338.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,921 | $3,438-44.1% | $2,419-20.6% | $4,866-60.5% |
| Participant deferral / active EE | $4,901 | $4,506+8.8% | $3,328+47.3% | $5,352-8.4% |
| Admin fee / account holder | $1,209 | $6,768-82.1% | $4,536-73.3% | $9,540-87.3% |