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 | $51,110 | $175,600-70.9% | $129,110-60.4% | $134,475-62.0% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.3%-34.4pp | 81.2%-38.4pp |
| Annual return | -18.35% | -11.39%-7.0pp | -10.94%-7.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,415 | $6,355-62.0% | $5,052-52.2% | $4,740-49.1% |
| Participant deferral / active EE | $5,059 | $7,975-36.6% | $6,542-22.7% | $6,400-21.0% |
| Admin fee / account holder | $11,507 | $23,567-51.2% | $14,302-19.5% | $11,426+0.7% |