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 | $22,378 | $133,958-83.3% | $112,228-80.1% | $134,475-83.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -12.12% | 47.11%-59.2pp | 27.45%-39.6pp | 417.96%-430.1pp |
| Employer contribution / active EE | $979 | $4,038-75.8% | $3,635-73.1% | $4,740-79.4% |
| Participant deferral / active EE | $3,091 | $5,291-41.6% | $4,728-34.6% | $6,400-51.7% |
| Admin fee / account holder | $8,267 | $7,489+10.4% | $6,410+29.0% | $11,426-27.6% |