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 | $52,305 | $91,538-42.9% | $129,995-59.8% | $75,163-30.4% |
| Participation rate | 63.0% | 71.4%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 17.57% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,534 | $2,845+24.2% | $4,320-18.2% | $2,670+32.4% |
| Participant deferral / active EE | $6,819 | $4,341+57.1% | $5,820+17.2% | $4,125+65.3% |
| Admin fee / account holder | $5,738 | $6,790-15.5% | $10,614-45.9% | $5,651+1.5% |