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 | $19,960 | $69,010-71.1% | $159,960-87.5% | $68,494-70.9% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -14.32% | -9.65%-4.7pp | 408.60%-422.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,340 | $2,213-39.5% | $4,226-68.3% | $2,596-48.4% |
| Participant deferral / active EE | $2,735 | $4,212-35.1% | $6,182-55.8% | $4,027-32.1% |
| Admin fee / account holder | $6,001 | $4,798+25.1% | $8,698-31.0% | $5,403+11.1% |