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 | $51,515 | $95,862-46.3% | $79,550-35.2% | $134,475-61.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.59% | -2.69%-15.9pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,960 | $3,128-37.3% | $2,413-18.8% | $4,740-58.6% |
| Participant deferral / active EE | $4,900 | $4,693+4.4% | $3,985+23.0% | $6,400-23.4% |
| Admin fee / account holder | $699 | $9,126-92.3% | $6,832-89.8% | $11,426-93.9% |