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 | $23,081 | $95,862-75.9% | $79,550-71.0% | $134,475-82.8% |
| Participation rate | 38.1% | 75.0%-36.9pp | 69.5%-31.4pp | 81.2%-43.1pp |
| Annual return | -19.50% | -2.69%-16.8pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,147 | $3,128-63.3% | $2,413-52.5% | $4,740-75.8% |
| Participant deferral / active EE | $2,323 | $4,693-50.5% | $3,985-41.7% | $6,400-63.7% |
| Admin fee / account holder | $1,697 | $9,126-81.4% | $6,832-75.2% | $11,426-85.2% |