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 7-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 | $47,169 | $49,177-4.1% | $79,464-40.6% | $64,186-26.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.6%-16.6pp |
| Annual return | -3.94% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $387 | $2,076-81.3% | $2,800-86.2% | $2,381-83.7% |
| Participant deferral / active EE | $2,551 | $2,821-9.6% | $3,704-31.1% | $3,470-26.5% |
| Admin fee / account holder | $4,775 | $3,839+24.4% | $5,113-6.6% | $4,888-2.3% |