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 | $59,133 | $142,344-58.5% | $119,609-50.6% | $134,475-56.0% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -19.62% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,319 | $5,222-55.6% | $4,232-45.2% | $4,740-51.1% |
| Participant deferral / active EE | $4,699 | $6,469-27.4% | $5,602-16.1% | $6,400-26.6% |
| Admin fee / account holder | $1,248 | $13,584-90.8% | $10,323-87.9% | $11,426-89.1% |