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 | $44,391 | $97,757-54.6% | $83,848-47.1% | $135,375-67.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -7.58% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,353 | $4,222-44.3% | $3,631-35.2% | $4,779-50.8% |
| Participant deferral / active EE | $3,783 | $4,682-19.2% | $4,082-7.3% | $5,609-32.5% |
| Admin fee / account holder | $365 | $6,674-94.5% | $5,478-93.3% | $10,827-96.6% |