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 | $46,835 | $69,010-32.1% | $159,960-70.7% | $68,494-31.6% |
| Participation rate | 54.1% | 65.4%-11.3pp | 78.0%-23.9pp | 67.9%-13.8pp |
| Annual return | -18.13% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,661 | $2,213-25.0% | $4,226-60.7% | $2,596-36.0% |
| Participant deferral / active EE | $4,216 | $4,212+0.1% | $6,182-31.8% | $4,027+4.7% |
| Admin fee / account holder | $7,019 | $4,798+46.3% | $8,698-19.3% | $5,403+29.9% |