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 8-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 | $63,113 | $129,942-51.4% | $104,294-39.5% | $134,475-53.1% |
| Participation rate | 41.7% | 79.5%-37.9pp | 73.3%-31.6pp | 81.2%-39.6pp |
| Annual return | -16.46% | 42.03%-58.5pp | 24.61%-41.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,969 | $4,184-52.9% | $3,372-41.6% | $4,740-58.5% |
| Participant deferral / active EE | $4,858 | $5,588-13.1% | $4,625+5.0% | $6,400-24.1% |
| Admin fee / account holder | $430 | $9,323-95.4% | $7,339-94.1% | $11,426-96.2% |