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 | $44,335 | $61,774-28.2% | $97,226-54.4% | $80,856-45.2% |
| Participation rate | 31.2% | 63.5%-32.3pp | 72.7%-41.5pp | 67.6%-36.5pp |
| Annual return | 13.33% | -557.90%+571.2pp | 75.13%-61.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,008 | $3,029-66.7% | $4,264-76.4% | $4,296-76.5% |
| Admin fee / account holder | $3,998 | $5,166-22.6% | $5,654-29.3% | $6,918-42.2% |