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 | $41,182 | $133,958-69.3% | $112,228-63.3% | $134,475-69.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.82% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,462 | $4,038-14.3% | $3,635-4.7% | $4,740-26.9% |
| Participant deferral / active EE | $6,183 | $5,291+16.9% | $4,728+30.8% | $6,400-3.4% |
| Admin fee / account holder | $17,380 | $7,489+132.1% | $6,410+171.1% | $11,426+52.1% |