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 | $70,258 | $133,958-47.6% | $112,228-37.4% | $134,475-47.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -14.74% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,185 | $4,038-45.9% | $3,635-39.9% | $4,740-53.9% |
| Participant deferral / active EE | $5,158 | $5,291-2.5% | $4,728+9.1% | $6,400-19.4% |
| Admin fee / account holder | $1,539 | $7,489-79.4% | $6,410-76.0% | $11,426-86.5% |