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 | $66,201 | $95,862-30.9% | $79,550-16.8% | $134,475-50.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.54% | -2.69%-14.9pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,738 | $3,128-12.5% | $2,413+13.5% | $4,740-42.2% |
| Participant deferral / active EE | $5,949 | $4,693+26.8% | $3,985+49.3% | $6,400-7.0% |
| Admin fee / account holder | $515 | $9,126-94.4% | $6,832-92.5% | $11,426-95.5% |