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 | $20,057 | $82,286-75.6% | $68,791-70.8% | $134,475-85.1% |
| Participation rate | 34.8% | 75.1%-40.3pp | 69.0%-34.2pp | 81.2%-46.4pp |
| Annual return | -19.78% | -2.19%-17.6pp | -6.38%-13.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $991 | $3,301-70.0% | $2,655-62.7% | $4,740-79.1% |
| Participant deferral / active EE | $2,005 | $4,739-57.7% | $3,941-49.1% | $6,400-68.7% |
| Admin fee / account holder | $350 | $6,481-94.6% | $4,932-92.9% | $11,426-96.9% |