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 | $46,523 | $133,958-65.3% | $112,228-58.5% | $134,475-65.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -18.77% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,278 | $4,038-68.4% | $3,635-64.8% | $4,740-73.0% |
| Participant deferral / active EE | $8,213 | $5,291+55.2% | $4,728+73.7% | $6,400+28.3% |
| Admin fee / account holder | $432 | $7,489-94.2% | $6,410-93.3% | $11,426-96.2% |