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 | $43,768 | $133,958-67.3% | $112,228-61.0% | $134,475-67.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -17.20% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,358 | $4,038-66.4% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $5,371 | $5,291+1.5% | $4,728+13.6% | $6,400-16.1% |
| Admin fee / account holder | $4,879 | $7,489-34.9% | $6,410-23.9% | $11,426-57.3% |