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 | $39,097 | $92,703-57.8% | $82,719-52.7% | $134,475-70.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.23% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,742 | $3,274-46.8% | $3,009-42.1% | $4,740-63.2% |
| Participant deferral / active EE | $2,177 | $4,802-54.7% | $4,395-50.5% | $6,400-66.0% |
| Admin fee / account holder | $922 | $5,983-84.6% | $5,329-82.7% | $11,426-91.9% |