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 | $48,803 | $133,958-63.6% | $112,228-56.5% | $134,475-63.7% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.1%-9.8pp | 81.2%-16.0pp |
| Annual return | -17.33% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $920 | $4,038-77.2% | $3,635-74.7% | $4,740-80.6% |
| Participant deferral / active EE | $3,833 | $5,291-27.6% | $4,728-18.9% | $6,400-40.1% |
| Admin fee / account holder | $533 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |