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 5-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 | $19,671 | $129,942-84.9% | $104,294-81.1% | $134,475-85.4% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -20.19% | 42.03%-62.2pp | 24.61%-44.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,109 | $4,184-73.5% | $3,372-67.1% | $4,740-76.6% |
| Participant deferral / active EE | $1,728 | $5,588-69.1% | $4,625-62.6% | $6,400-73.0% |
| Admin fee / account holder | $3,275 | $9,323-64.9% | $7,339-55.4% | $11,426-71.3% |