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 | $11,826 | $95,862-87.7% | $79,550-85.1% | $134,475-91.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -17.22% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $978 | $3,128-68.8% | $2,413-59.5% | $4,740-79.4% |
| Participant deferral / active EE | $1,966 | $4,693-58.1% | $3,985-50.7% | $6,400-69.3% |
| Admin fee / account holder | $2,657 | $9,126-70.9% | $6,832-61.1% | $11,426-76.7% |