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 | $18,948 | $90,519-79.1% | $93,789-79.8% | $134,475-85.9% |
| Participation rate | 33.3% | 82.0%-48.6pp | 81.0%-47.6pp | 81.2%-47.9pp |
| Annual return | -17.86% | -15.72%-2.1pp | -11.33%-6.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,794 | $4,343-58.7% | $4,323-58.5% | $4,740-62.2% |
| Participant deferral / active EE | $2,234 | $5,978-62.6% | $6,094-63.3% | $6,400-65.1% |
| Admin fee / account holder | $3,818 | $9,252-58.7% | $7,195-46.9% | $11,426-66.6% |