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 | $42,281 | $84,402-49.9% | $61,373-31.1% | $134,475-68.6% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -19.00% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $489 | $1,544-68.3% | $1,159-57.8% | $4,740-89.7% |
| Participant deferral / active EE | $3,800 | $2,819+34.8% | $2,125+78.8% | $6,400-40.6% |
| Admin fee / account holder | $3,031 | $2,585+17.2% | $2,130+42.3% | $11,426-73.5% |