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 | $41,945 | $82,664-49.3% | $125,339-66.5% | $68,494-38.8% |
| Participation rate | 46.4% | 75.0%-28.6pp | 82.4%-35.9pp | 67.9%-21.5pp |
| Annual return | -19.05% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $727 | $3,381-78.5% | $4,814-84.9% | $2,596-72.0% |
| Participant deferral / active EE | $3,404 | $6,110-44.3% | $7,446-54.3% | $4,027-15.5% |
| Admin fee / account holder | $1,981 | $6,275-68.4% | $10,010-80.2% | $5,403-63.3% |