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 | $51,718 | $100,754-48.7% | $86,677-40.3% | $134,475-61.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -15.90% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,475 | $3,489-57.7% | $2,836-48.0% | $4,740-68.9% |
| Participant deferral / active EE | $3,591 | $5,338-32.7% | $4,656-22.9% | $6,400-43.9% |
| Admin fee / account holder | $6,956 | $10,926-36.3% | $7,493-7.2% | $11,426-39.1% |