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 | $55,648 | $82,664-32.7% | $125,339-55.6% | $68,494-18.8% |
| Participation rate | 28.6% | 75.0%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -17.82% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $719 | $3,381-78.7% | $4,814-85.1% | $2,596-72.3% |
| Participant deferral / active EE | $2,741 | $6,110-55.1% | $7,446-63.2% | $4,027-31.9% |
| Admin fee / account holder | $533 | $6,275-91.5% | $10,010-94.7% | $5,403-90.1% |