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 | $19,849 | $67,214-70.5% | $61,491-67.7% | $134,475-85.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -19.39% | -12.08%-7.3pp | -12.98%-6.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,337 | $4,974-32.9% | $4,246-21.4% | $4,740-29.6% |
| Participant deferral / active EE | $8,810 | $6,103+44.3% | $5,188+69.8% | $6,400+37.7% |
| Admin fee / account holder | $31,683 | $4,610+587.2% | $4,312+634.8% | $11,426+177.3% |