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 9-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 | $37,032 | $167,484-77.9% | $151,611-75.6% | $134,475-72.5% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -18.26% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,971 | $6,829-12.6% | $6,166-3.2% | $4,740+26.0% |
| Participant deferral / active EE | $6,278 | $8,986-30.1% | $8,363-24.9% | $6,400-1.9% |
| Admin fee / account holder | $5,271 | $13,783-61.8% | $11,616-54.6% | $11,426-53.9% |