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 | $34,927 | $152,509-77.1% | $117,472-70.3% | $134,475-74.0% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -16.80% | 52.99%-69.8pp | 29.74%-46.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,195 | $5,571-78.6% | $4,176-71.4% | $4,740-74.8% |
| Participant deferral / active EE | $1,905 | $4,818-60.5% | $4,070-53.2% | $6,400-70.2% |
| Admin fee / account holder | $625 | $7,004-91.1% | $5,645-88.9% | $11,426-94.5% |