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 | $22,205 | $46,674-52.4% | $117,472-81.1% | $68,494-67.6% |
| Participation rate | 40.0% | 56.8%-16.8pp | 70.6%-30.6pp | 67.9%-27.9pp |
| Annual return | -19.16% | -14.52%-4.6pp | 29.74%-48.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $813 | $1,505-45.9% | $4,176-80.5% | $2,596-68.7% |
| Participant deferral / active EE | $1,483 | $2,636-43.7% | $4,070-63.6% | $4,027-63.2% |
| Admin fee / account holder | $1,596 | $4,020-60.3% | $5,645-71.7% | $5,403-70.5% |