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 | $33,613 | $211,958-84.1% | $169,463-80.2% | $135,375-75.2% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -6.65% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,243 | $5,120-75.7% | $4,159-70.1% | $4,779-74.0% |
| Participant deferral / active EE | $2,452 | $6,075-59.6% | $5,277-53.5% | $5,609-56.3% |
| Admin fee / account holder | $547 | $11,471-95.2% | $9,109-94.0% | $10,827-95.0% |