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 | $37,285 | $167,484-77.7% | $151,611-75.4% | $134,475-72.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -20.79% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,303 | $6,829-51.6% | $6,166-46.4% | $4,740-30.3% |
| Participant deferral / active EE | $8,932 | $8,986-0.6% | $8,363+6.8% | $6,400+39.6% |
| Admin fee / account holder | $4,433 | $13,783-67.8% | $11,616-61.8% | $11,426-61.2% |