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 9-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 | $57,750 | $167,307-65.5% | $143,757-59.8% | $134,475-57.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -8.53% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,573 | $5,619-72.0% | $4,951-68.2% | $4,740-66.8% |
| Participant deferral / active EE | $4,250 | $6,446-34.1% | $5,637-24.6% | $6,400-33.6% |
| Admin fee / account holder | $24,439 | $18,088+35.1% | $14,673+66.6% | $11,426+113.9% |