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 | $13,306 | $82,286-83.8% | $68,791-80.7% | $134,475-90.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -12.52% | -2.19%-10.3pp | -6.38%-6.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,495 | $3,301-54.7% | $2,655-43.7% | $4,740-68.5% |
| Participant deferral / active EE | $1,759 | $4,739-62.9% | $3,941-55.4% | $6,400-72.5% |
| Admin fee / account holder | $68,326 | $6,481+954.3% | $4,932+1285.4% | $11,426+498.0% |