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 | $29,734 | $61,774-51.9% | $97,226-69.4% | $80,856-63.2% |
| Participation rate | 44.4% | 63.5%-19.1pp | 72.7%-28.2pp | 67.6%-23.2pp |
| Annual return | 12.89% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,231 | $1,837-33.0% | $2,729-54.9% | $2,755-55.3% |
| Participant deferral / active EE | $3,154 | $3,029+4.1% | $4,264-26.0% | $4,296-26.6% |
| Admin fee / account holder | $465 | $5,166-91.0% | $5,654-91.8% | $6,918-93.3% |