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 9-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 | $54,317 | $105,860-48.7% | $90,749-40.1% | $134,475-59.6% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.7%-18.5pp | 81.2%-24.1pp |
| Annual return | -19.34% | -11.01%-8.3pp | -12.16%-7.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,411 | $3,462-59.3% | $2,921-51.7% | $4,740-70.2% |
| Participant deferral / active EE | $2,442 | $5,216-53.2% | $4,564-46.5% | $6,400-61.8% |
| Admin fee / account holder | $3,715 | $13,938-73.3% | $8,445-56.0% | $11,426-67.5% |