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 | $51,215 | $90,600-43.5% | $79,464-35.5% | $135,375-62.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.54% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,125 | $3,068-30.7% | $2,800-24.1% | $4,779-55.5% |
| Participant deferral / active EE | $4,250 | $4,050+4.9% | $3,704+14.7% | $5,609-24.2% |
| Admin fee / account holder | $685 | $5,907-88.4% | $5,113-86.6% | $10,827-93.7% |