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 6-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 | $18,153 | $95,862-81.1% | $79,550-77.2% | $134,475-86.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -19.58% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $978 | $3,128-68.7% | $2,413-59.5% | $4,740-79.4% |
| Participant deferral / active EE | $1,957 | $4,693-58.3% | $3,985-50.9% | $6,400-69.4% |
| Admin fee / account holder | $2,302 | $9,126-74.8% | $6,832-66.3% | $11,426-79.9% |