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 8-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 | $49,676 | $105,860-53.1% | $90,749-45.3% | $134,475-63.1% |
| Participation rate | 52.9% | 78.2%-25.3pp | 75.7%-22.8pp | 81.2%-28.3pp |
| Annual return | -17.63% | -11.01%-6.6pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,161 | $3,462-66.5% | $2,921-60.2% | $4,740-75.5% |
| Participant deferral / active EE | $4,211 | $5,216-19.3% | $4,564-7.7% | $6,400-34.2% |
| Admin fee / account holder | $6,796 | $13,938-51.2% | $8,445-19.5% | $11,426-40.5% |