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 | $37,920 | $56,357-32.7% | $104,294-63.6% | $68,494-44.6% |
| Participation rate | 58.7% | 63.3%-4.6pp | 73.3%-14.6pp | 67.9%-9.2pp |
| Annual return | -15.41% | -9.19%-6.2pp | 24.61%-40.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,511 | $1,960+79.1% | $3,372+4.1% | $2,596+35.2% |
| Participant deferral / active EE | $6,281 | $3,077+104.1% | $4,625+35.8% | $4,027+56.0% |
| Admin fee / account holder | $774 | $4,903-84.2% | $7,339-89.4% | $5,403-85.7% |