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 | $27,858 | $88,594-68.6% | $70,092-60.3% | $134,475-79.3% |
| Participation rate | 63.6% | 74.9%-11.3pp | 70.5%-6.8pp | 81.2%-17.6pp |
| Annual return | -18.43% | 442.67%-461.1pp | 190.73%-209.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $828 | $3,233-74.4% | $2,559-67.7% | $4,740-82.5% |
| Participant deferral / active EE | $1,123 | $4,772-76.5% | $3,849-70.8% | $6,400-82.4% |
| Admin fee / account holder | $1,553 | $10,441-85.1% | $6,267-75.2% | $11,426-86.4% |