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 | $50,736 | $64,707-21.6% | $112,228-54.8% | $68,494-25.9% |
| Participation rate | 24.7% | 67.2%-42.5pp | 75.1%-50.4pp | 67.9%-43.2pp |
| Annual return | -18.75% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $871 | $2,746-68.3% | $3,635-76.0% | $2,596-66.4% |
| Participant deferral / active EE | $2,787 | $3,565-21.8% | $4,728-41.1% | $4,027-30.8% |
| Admin fee / account holder | $1,285 | $5,232-75.4% | $6,410-80.0% | $5,403-76.2% |