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 | $42,727 | $82,664-48.3% | $125,339-65.9% | $68,494-37.6% |
| Participation rate | 63.9% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -4.71% | -5.97%+1.3pp | 572.05%-576.8pp | -7.84%+3.1pp |
| Employer contribution / active EE | $2,448 | $3,381-27.6% | $4,814-49.1% | $2,596-5.7% |
| Participant deferral / active EE | $4,749 | $6,110-22.3% | $7,446-36.2% | $4,027+17.9% |
| Admin fee / account holder | $4,514 | $6,275-28.1% | $10,010-54.9% | $5,403-16.4% |