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 | $74,907 | $92,703-19.2% | $82,719-9.4% | $134,475-44.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -15.96% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,102 | $3,274-66.3% | $3,009-63.4% | $4,740-76.8% |
| Participant deferral / active EE | $3,996 | $4,802-16.8% | $4,395-9.1% | $6,400-37.6% |
| Admin fee / account holder | $2,175 | $5,983-63.6% | $5,329-59.2% | $11,426-81.0% |