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 | $45,315 | $133,958-66.2% | $112,228-59.6% | $134,475-66.3% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -5.10% | 47.11%-52.2pp | 27.45%-32.5pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,187 | $4,038-70.6% | $3,635-67.3% | $4,740-74.9% |
| Participant deferral / active EE | $2,990 | $5,291-43.5% | $4,728-36.8% | $6,400-53.3% |
| Admin fee / account holder | $57,397 | $7,489+666.5% | $6,410+795.4% | $11,426+402.3% |