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 | $28,038 | $100,754-72.2% | $86,677-67.7% | $134,475-79.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -10.52% | 29.04%-39.6pp | 35.91%-46.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,244 | $3,489-64.3% | $2,836-56.1% | $4,740-73.8% |
| Participant deferral / active EE | $1,926 | $5,338-63.9% | $4,656-58.6% | $6,400-69.9% |
| Admin fee / account holder | $2,599 | $10,926-76.2% | $7,493-65.3% | $11,426-77.3% |