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 | $35,026 | $129,942-73.0% | $104,294-66.4% | $134,475-74.0% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -16.85% | 42.03%-58.9pp | 24.61%-41.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,370 | $4,184-67.3% | $3,372-59.4% | $4,740-71.1% |
| Participant deferral / active EE | $5,083 | $5,588-9.0% | $4,625+9.9% | $6,400-20.6% |
| Admin fee / account holder | $2,503 | $9,323-73.2% | $7,339-65.9% | $11,426-78.1% |