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 8-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 | $58,869 | $167,307-64.8% | $143,757-59.1% | $134,475-56.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.85% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,149 | $5,619-79.5% | $4,951-76.8% | $4,740-75.7% |
| Participant deferral / active EE | $5,994 | $6,446-7.0% | $5,637+6.3% | $6,400-6.3% |
| Admin fee / account holder | $972 | $18,088-94.6% | $14,673-93.4% | $11,426-91.5% |