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 | $29,083 | $138,044-78.9% | $125,339-76.8% | $134,475-78.4% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.8pp |
| Annual return | -15.31% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,751 | $5,243-47.5% | $4,814-42.8% | $4,740-42.0% |
| Participant deferral / active EE | $5,026 | $7,799-35.6% | $7,446-32.5% | $6,400-21.5% |
| Admin fee / account holder | $14,290 | $11,571+23.5% | $10,010+42.8% | $11,426+25.1% |