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 | $42,825 | $95,862-55.3% | $79,550-46.2% | $134,475-68.2% |
| Participation rate | 52.9% | 75.0%-22.1pp | 69.5%-16.5pp | 81.2%-28.3pp |
| Annual return | -17.68% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,589 | $3,128-49.2% | $2,413-34.2% | $4,740-66.5% |
| Participant deferral / active EE | $2,474 | $4,693-47.3% | $3,985-37.9% | $6,400-61.3% |
| Admin fee / account holder | $920 | $9,126-89.9% | $6,832-86.5% | $11,426-91.9% |