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 | $49,499 | $142,344-65.2% | $119,609-58.6% | $134,475-63.2% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -8.03% | -12.44%+4.4pp | -14.97%+6.9pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,127 | $5,222-59.3% | $4,232-49.7% | $4,740-55.1% |
| Participant deferral / active EE | $4,171 | $6,469-35.5% | $5,602-25.5% | $6,400-34.8% |
| Admin fee / account holder | $5,316 | $13,584-60.9% | $10,323-48.5% | $11,426-53.5% |