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 8-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 | $123,246 | $95,862+28.6% | $79,550+54.9% | $134,475-8.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -13.41% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $935 | $3,128-70.1% | $2,413-61.2% | $4,740-80.3% |
| Participant deferral / active EE | $4,766 | $4,693+1.6% | $3,985+19.6% | $6,400-25.5% |
| Admin fee / account holder | $3,632 | $9,126-60.2% | $6,832-46.8% | $11,426-68.2% |