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 | $45,329 | $82,664-45.2% | $125,339-63.8% | $68,494-33.8% |
| Participation rate | 56.1% | 75.0%-18.9pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,932 | $6,110-35.7% | $7,446-47.2% | $4,027-2.4% |
| Admin fee / account holder | $504 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |