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 | $48,566 | $95,193-49.0% | $76,523-36.5% | $135,375-64.1% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.0%-43.0pp | 82.6%-57.6pp |
| Annual return | -9.27% | 4.85%-14.1pp | -0.27%-9.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,865 | $3,302-43.5% | $2,647-29.5% | $4,779-61.0% |
| Participant deferral / active EE | $4,625 | $4,639-0.3% | $3,835+20.6% | $5,609-17.5% |
| Admin fee / account holder | $310 | $6,249-95.0% | $4,848-93.6% | $10,827-97.1% |