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 | $29,639 | $82,286-64.0% | $68,791-56.9% | $134,475-78.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -18.39% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,891 | $3,301-42.7% | $2,655-28.8% | $4,740-60.1% |
| Participant deferral / active EE | $2,869 | $4,739-39.5% | $3,941-27.2% | $6,400-55.2% |
| Admin fee / account holder | $2,465 | $6,481-62.0% | $4,932-50.0% | $11,426-78.4% |