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 | $24,616 | $133,958-81.6% | $112,228-78.1% | $134,475-81.7% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -18.60% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,651 | $4,038-59.1% | $3,635-54.6% | $4,740-65.2% |
| Participant deferral / active EE | $2,738 | $5,291-48.2% | $4,728-42.1% | $6,400-57.2% |
| Admin fee / account holder | $1,043 | $7,489-86.1% | $6,410-83.7% | $11,426-90.9% |