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 6-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 | $88,514 | $142,344-37.8% | $119,609-26.0% | $134,475-34.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -18.64% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,409 | $5,222-53.9% | $4,232-43.1% | $4,740-49.2% |
| Participant deferral / active EE | $3,239 | $6,469-49.9% | $5,602-42.2% | $6,400-49.4% |
| Admin fee / account holder | $2,689 | $13,584-80.2% | $10,323-74.0% | $11,426-76.5% |