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 | $50,502 | $167,307-69.8% | $143,757-64.9% | $134,475-62.4% |
| Participation rate | 30.8% | 84.8%-54.0pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -15.91% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,246 | $5,619-77.8% | $4,951-74.8% | $4,740-73.7% |
| Participant deferral / active EE | $3,850 | $6,446-40.3% | $5,637-31.7% | $6,400-39.8% |
| Admin fee / account holder | $589 | $18,088-96.7% | $14,673-96.0% | $11,426-94.8% |