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 8-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 | $39,451 | $92,703-57.4% | $82,719-52.3% | $134,475-70.7% |
| Participation rate | 38.1% | 75.2%-37.1pp | 72.6%-34.5pp | 81.2%-43.1pp |
| Annual return | -18.31% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $677 | $3,274-79.3% | $3,009-77.5% | $4,740-85.7% |
| Participant deferral / active EE | $2,584 | $4,802-46.2% | $4,395-41.2% | $6,400-59.6% |
| Admin fee / account holder | $482 | $5,983-91.9% | $5,329-91.0% | $11,426-95.8% |