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 | $28,573 | $84,402-66.1% | $61,373-53.4% | $134,475-78.8% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -20.60% | 584.55%-605.1pp | 338.61%-359.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,581 | $1,544+2.4% | $1,159+36.4% | $4,740-66.6% |
| Participant deferral / active EE | $2,319 | $2,819-17.7% | $2,125+9.1% | $6,400-63.8% |
| Admin fee / account holder | $4,427 | $2,585+71.2% | $2,130+107.9% | $11,426-61.3% |