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 | $41,214 | $82,664-50.1% | $125,339-67.1% | $68,494-39.8% |
| Participation rate | 60.8% | 75.0%-14.2pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,989 | $3,381-41.2% | $4,814-58.7% | $2,596-23.4% |
| Participant deferral / active EE | $3,363 | $6,110-45.0% | $7,446-54.8% | $4,027-16.5% |
| Admin fee / account holder | $6,840 | $6,275+9.0% | $10,010-31.7% | $5,403+26.6% |