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 | $59,488 | $105,860-43.8% | $90,749-34.4% | $134,475-55.8% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.7%-6.9pp | 81.2%-12.5pp |
| Annual return | -18.16% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $655 | $3,462-81.1% | $2,921-77.6% | $4,740-86.2% |
| Participant deferral / active EE | $2,115 | $5,216-59.5% | $4,564-53.7% | $6,400-67.0% |
| Admin fee / account holder | $6,419 | $13,938-53.9% | $8,445-24.0% | $11,426-43.8% |