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 | $54,395 | $133,958-59.4% | $112,228-51.5% | $134,475-59.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -11.49% | 47.11%-58.6pp | 27.45%-38.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,396 | $4,038-65.4% | $3,635-61.6% | $4,740-70.5% |
| Participant deferral / active EE | $4,666 | $5,291-11.8% | $4,728-1.3% | $6,400-27.1% |
| Admin fee / account holder | $762 | $7,489-89.8% | $6,410-88.1% | $11,426-93.3% |