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 | $34,240 | $91,911-62.7% | $68,793-50.2% | $135,375-74.7% |
| Participation rate | 62.5% | 76.7%-14.2pp | 72.2%-9.7pp | 82.6%-20.1pp |
| Annual return | 12.49% | -8.22%+20.7pp | -4.63%+17.1pp | 519.73%-507.2pp |
| Employer contribution / active EE | $2,672 | $3,924-31.9% | $2,625+1.8% | $4,779-44.1% |
| Participant deferral / active EE | $5,577 | $4,315+29.2% | $3,311+68.4% | $5,609-0.6% |
| Admin fee / account holder | $665 | $9,240-92.8% | $5,131-87.0% | $10,827-93.9% |