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 9-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 | $20,566 | $82,286-75.0% | $68,791-70.1% | $134,475-84.7% |
| Participation rate | 61.5% | 75.1%-13.5pp | 69.0%-7.5pp | 81.2%-19.7pp |
| Annual return | -12.24% | -2.19%-10.0pp | -6.38%-5.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,741 | $3,301-47.3% | $2,655-34.4% | $4,740-63.3% |
| Participant deferral / active EE | $2,682 | $4,739-43.4% | $3,941-31.9% | $6,400-58.1% |
| Admin fee / account holder | $2,633 | $6,481-59.4% | $4,932-46.6% | $11,426-77.0% |