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 3-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 | $63,925 | $42,894+49.0% | $60,874+5.0% | $68,494-6.7% |
| Participation rate | 25.7% | 66.8%-41.1pp | 73.1%-47.4pp | 67.9%-42.2pp |
| Annual return | -18.66% | -13.98%-4.7pp | 16.90%-35.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,113 | $1,978-43.8% | $2,701-58.8% | $2,596-57.1% |
| Participant deferral / active EE | $1,850 | $2,867-35.5% | $3,817-51.5% | $4,027-54.1% |
| Admin fee / account holder | $692 | $3,101-77.7% | $3,224-78.5% | $5,403-87.2% |