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 | $26,523 | $82,664-67.9% | $125,339-78.8% | $68,494-61.3% |
| Participation rate | 49.3% | 75.0%-25.8pp | 82.4%-33.1pp | 67.9%-18.6pp |
| Annual return | -16.42% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $975 | $3,381-71.2% | $4,814-79.7% | $2,596-62.4% |
| Participant deferral / active EE | $6,140 | $6,110+0.5% | $7,446-17.5% | $4,027+52.5% |
| Admin fee / account holder | $6,549 | $6,275+4.4% | $10,010-34.6% | $5,403+21.2% |