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 | $67,939 | $167,484-59.4% | $151,611-55.2% | $134,475-49.5% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -20.97% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,322 | $6,829-66.0% | $6,166-62.3% | $4,740-51.0% |
| Participant deferral / active EE | $4,377 | $8,986-51.3% | $8,363-47.7% | $6,400-31.6% |
| Admin fee / account holder | $866 | $13,783-93.7% | $11,616-92.5% | $11,426-92.4% |