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 6-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 | $64,083 | $99,032-35.3% | $80,019-19.9% | $135,375-52.7% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -4.97% | 15.39%-20.4pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $525 | $3,043-82.7% | $2,468-78.7% | $4,779-89.0% |
| Participant deferral / active EE | $1,186 | $4,282-72.3% | $3,686-67.8% | $5,609-78.9% |
| Admin fee / account holder | $1,909 | $10,436-81.7% | $6,521-70.7% | $10,827-82.4% |