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 8-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 | $66,767 | $100,754-33.7% | $86,677-23.0% | $134,475-50.4% |
| Participation rate | 16.7% | 78.9%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -11.93% | 29.04%-41.0pp | 35.91%-47.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,845 | $5,338-28.0% | $4,656-17.4% | $6,400-39.9% |
| Admin fee / account holder | $4,659 | $10,926-57.4% | $7,493-37.8% | $11,426-59.2% |