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 6-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 | $26,194 | $133,958-80.4% | $112,228-76.7% | $134,475-80.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -17.37% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,071 | $4,038-73.5% | $3,635-70.5% | $4,740-77.4% |
| Participant deferral / active EE | $1,836 | $5,291-65.3% | $4,728-61.2% | $6,400-71.3% |
| Admin fee / account holder | $1,601 | $7,489-78.6% | $6,410-75.0% | $11,426-86.0% |