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 | $24,397 | $133,958-81.8% | $112,228-78.3% | $134,475-81.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -15.08% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,166 | $4,038-71.1% | $3,635-67.9% | $4,740-75.4% |
| Participant deferral / active EE | $3,888 | $5,291-26.5% | $4,728-17.8% | $6,400-39.3% |
| Admin fee / account holder | $3,786 | $7,489-49.4% | $6,410-40.9% | $11,426-66.9% |