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 | $31,534 | $133,958-76.5% | $112,228-71.9% | $134,475-76.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.33% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,011 | $4,038-75.0% | $3,635-72.2% | $4,740-78.7% |
| Participant deferral / active EE | $4,560 | $5,291-13.8% | $4,728-3.6% | $6,400-28.7% |
| Admin fee / account holder | $635 | $7,489-91.5% | $6,410-90.1% | $11,426-94.4% |