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 | $31,696 | $138,044-77.0% | $125,339-74.7% | $134,475-76.4% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -12.00% | 750.33%-762.3pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,154 | $5,243-78.0% | $4,814-76.0% | $4,740-75.7% |
| Participant deferral / active EE | $2,554 | $7,799-67.3% | $7,446-65.7% | $6,400-60.1% |
| Admin fee / account holder | $5,604 | $11,571-51.6% | $10,010-44.0% | $11,426-51.0% |