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 | $52,260 | $133,958-61.0% | $112,228-53.4% | $134,475-61.1% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -6.93% | 47.11%-54.0pp | 27.45%-34.4pp | 417.96%-424.9pp |
| Employer contribution / active EE | $3,180 | $4,038-21.3% | $3,635-12.5% | $4,740-32.9% |
| Participant deferral / active EE | $6,113 | $5,291+15.5% | $4,728+29.3% | $6,400-4.5% |
| Admin fee / account holder | $6,844 | $7,489-8.6% | $6,410+6.8% | $11,426-40.1% |