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 | $85,200 | $105,860-19.5% | $90,749-6.1% | $134,475-36.6% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -19.10% | -11.01%-8.1pp | -12.16%-6.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,324 | $3,462-61.8% | $2,921-54.7% | $4,740-72.1% |
| Participant deferral / active EE | $3,589 | $5,216-31.2% | $4,564-21.4% | $6,400-43.9% |
| Admin fee / account holder | $570 | $13,938-95.9% | $8,445-93.3% | $11,426-95.0% |