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 | $13,386 | $133,958-90.0% | $112,228-88.1% | $134,475-90.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.09% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,263 | $4,038-68.7% | $3,635-65.3% | $4,740-73.4% |
| Participant deferral / active EE | $1,701 | $5,291-67.9% | $4,728-64.0% | $6,400-73.4% |
| Admin fee / account holder | $1,051 | $7,489-86.0% | $6,410-83.6% | $11,426-90.8% |