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 7-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 | $29,738 | $52,519-43.4% | $155,790-80.9% | $59,632-50.1% |
| Participation rate | 38.3% | 61.7%-23.4pp | 76.1%-37.8pp | 68.7%-30.4pp |
| Annual return | -2.49% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $412 | $1,589-74.1% | $3,836-89.3% | $2,203-81.3% |
| Participant deferral / active EE | $1,647 | $3,084-46.6% | $4,797-65.7% | $3,192-48.4% |
| Admin fee / account holder | $1,861 | $3,540-47.4% | $7,478-75.1% | $4,297-56.7% |