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 | $23,350 | $190,805-87.8% | $159,960-85.4% | $134,475-82.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.75% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,141 | $4,995-57.1% | $4,226-49.3% | $4,740-54.8% |
| Participant deferral / active EE | $4,451 | $6,923-35.7% | $6,182-28.0% | $6,400-30.5% |
| Admin fee / account holder | $1,841 | $10,471-82.4% | $8,698-78.8% | $11,426-83.9% |