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 | $37,839 | $133,958-71.8% | $112,228-66.3% | $134,475-71.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -3.40% | 47.11%-50.5pp | 27.45%-30.8pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,029 | $4,038-49.8% | $3,635-44.2% | $4,740-57.2% |
| Participant deferral / active EE | $3,988 | $5,291-24.6% | $4,728-15.7% | $6,400-37.7% |
| Admin fee / account holder | $660 | $7,489-91.2% | $6,410-89.7% | $11,426-94.2% |