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 | $34,015 | $82,286-58.7% | $68,791-50.6% | $134,475-74.7% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -13.96% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,233 | $3,301-62.7% | $2,655-53.6% | $4,740-74.0% |
| Participant deferral / active EE | $2,801 | $4,739-40.9% | $3,941-28.9% | $6,400-56.2% |
| Admin fee / account holder | $1,114 | $6,481-82.8% | $4,932-77.4% | $11,426-90.3% |