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 7-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 | $23,668 | $167,307-85.9% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -15.25% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,920 | $5,619-65.8% | $4,951-61.2% | $4,740-59.5% |
| Participant deferral / active EE | $4,308 | $6,446-33.2% | $5,637-23.6% | $6,400-32.7% |
| Admin fee / account holder | $523 | $18,088-97.1% | $14,673-96.4% | $11,426-95.4% |