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 | $93,274 | $100,754-7.4% | $86,677+7.6% | $134,475-30.6% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -18.88% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,063 | $3,489-69.5% | $2,836-62.5% | $4,740-77.6% |
| Participant deferral / active EE | $4,297 | $5,338-19.5% | $4,656-7.7% | $6,400-32.9% |
| Admin fee / account holder | $1,794 | $10,926-83.6% | $7,493-76.1% | $11,426-84.3% |