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 | $41,382 | $142,344-70.9% | $119,609-65.4% | $134,475-69.2% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -18.60% | -12.44%-6.2pp | -14.97%-3.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,641 | $5,222-49.4% | $4,232-37.6% | $4,740-44.3% |
| Participant deferral / active EE | $5,438 | $6,469-15.9% | $5,602-2.9% | $6,400-15.0% |
| Admin fee / account holder | $1,542 | $13,584-88.6% | $10,323-85.1% | $11,426-86.5% |