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 | $23,868 | $95,862-75.1% | $79,550-70.0% | $134,475-82.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -20.25% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $580 | $3,128-81.5% | $2,413-76.0% | $4,740-87.8% |
| Participant deferral / active EE | $4,244 | $4,693-9.6% | $3,985+6.5% | $6,400-33.7% |
| Admin fee / account holder | $759 | $9,126-91.7% | $6,832-88.9% | $11,426-93.4% |