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 | $77,754 | $95,862-18.9% | $79,550-2.3% | $134,475-42.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -19.22% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,641 | $3,128+16.4% | $2,413+50.9% | $4,740-23.2% |
| Participant deferral / active EE | $8,444 | $4,693+79.9% | $3,985+111.9% | $6,400+31.9% |
| Admin fee / account holder | $577 | $9,126-93.7% | $6,832-91.6% | $11,426-95.0% |