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 6-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 | $42,890 | $167,307-74.4% | $143,757-70.2% | $134,475-68.1% |
| Participation rate | 61.9% | 84.8%-22.9pp | 80.3%-18.4pp | 81.2%-19.3pp |
| Annual return | -19.17% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,394 | $5,619-75.2% | $4,951-71.8% | $4,740-70.6% |
| Participant deferral / active EE | $2,866 | $6,446-55.5% | $5,637-49.2% | $6,400-55.2% |
| Admin fee / account holder | $4,404 | $18,088-75.7% | $14,673-70.0% | $11,426-61.5% |