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 | $34,049 | $168,632-79.8% | $147,614-76.9% | $125,391-72.8% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -1.78% | 77.65%-79.4pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,772 | $6,252-71.7% | $5,564-68.2% | $4,866-63.6% |
| Participant deferral / active EE | $2,402 | $5,507-56.4% | $4,895-50.9% | $5,352-55.1% |
| Admin fee / account holder | $3,182 | $13,580-76.6% | $11,611-72.6% | $9,540-66.6% |