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 | $86,169 | $211,958-59.3% | $169,463-49.2% | $135,375-36.3% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -5.25% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,639 | $5,120-68.0% | $4,159-60.6% | $4,779-65.7% |
| Participant deferral / active EE | $5,344 | $6,075-12.0% | $5,277+1.3% | $5,609-4.7% |
| Admin fee / account holder | $6,220 | $11,471-45.8% | $9,109-31.7% | $10,827-42.6% |