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 | $38,856 | $133,958-71.0% | $112,228-65.4% | $134,475-71.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.13% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $911 | $4,038-77.4% | $3,635-74.9% | $4,740-80.8% |
| Participant deferral / active EE | $2,146 | $5,291-59.4% | $4,728-54.6% | $6,400-66.5% |
| Admin fee / account holder | $681 | $7,489-90.9% | $6,410-89.4% | $11,426-94.0% |