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 9-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 | $50,010 | $142,344-64.9% | $119,609-58.2% | $134,475-62.8% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -18.69% | -12.44%-6.3pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,971 | $5,222-62.2% | $4,232-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $4,497 | $6,469-30.5% | $5,602-19.7% | $6,400-29.7% |
| Admin fee / account holder | $15,360 | $13,584+13.1% | $10,323+48.8% | $11,426+34.4% |