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 | $23,921 | $82,286-70.9% | $68,791-65.2% | $134,475-82.2% |
| Participation rate | 35.3% | 75.1%-39.8pp | 69.0%-33.7pp | 81.2%-45.9pp |
| Annual return | -19.99% | -2.19%-17.8pp | -6.38%-13.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,595 | $3,301-51.7% | $2,655-39.9% | $4,740-66.4% |
| Participant deferral / active EE | $2,590 | $4,739-45.3% | $3,941-34.3% | $6,400-59.5% |
| Admin fee / account holder | $791 | $6,481-87.8% | $4,932-84.0% | $11,426-93.1% |