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 | $115,933 | $82,286+40.9% | $68,791+68.5% | $134,475-13.8% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -17.79% | -2.19%-15.6pp | -6.38%-11.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,387 | $3,301-58.0% | $2,655-47.8% | $4,740-70.7% |
| Participant deferral / active EE | $4,556 | $4,739-3.9% | $3,941+15.6% | $6,400-28.8% |
| Admin fee / account holder | $2,060 | $6,481-68.2% | $4,932-58.2% | $11,426-82.0% |