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 | $56,703 | $87,540-35.2% | $75,781-25.2% | $125,391-54.8% |
| Participation rate | 29.4% | 80.2%-50.8pp | 75.8%-46.4pp | 83.2%-53.8pp |
| Annual return | -1.63% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,164 | $3,930-70.4% | $3,323-65.0% | $4,866-76.1% |
| Participant deferral / active EE | $1,421 | $4,229-66.4% | $3,651-61.1% | $5,352-73.4% |
| Admin fee / account holder | $23,529 | $6,502+261.9% | $5,299+344.0% | $9,540+146.6% |