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 | $32,995 | $105,860-68.8% | $90,749-63.6% | $134,475-75.5% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -17.09% | -11.01%-6.1pp | -12.16%-4.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,068 | $3,462-69.1% | $2,921-63.4% | $4,740-77.5% |
| Participant deferral / active EE | $1,564 | $5,216-70.0% | $4,564-65.7% | $6,400-75.6% |
| Admin fee / account holder | $1,045 | $13,938-92.5% | $8,445-87.6% | $11,426-90.9% |