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 | $25,726 | $133,958-80.8% | $112,228-77.1% | $134,475-80.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.43% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $980 | $4,038-75.7% | $3,635-73.0% | $4,740-79.3% |
| Participant deferral / active EE | $2,492 | $5,291-52.9% | $4,728-47.3% | $6,400-61.1% |
| Admin fee / account holder | $3,591 | $7,489-52.1% | $6,410-44.0% | $11,426-68.6% |