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 | $46,501 | $43,723+6.4% | $121,196-61.6% | $64,186-27.6% |
| Participation rate | 40.8% | 58.3%-17.5pp | 71.7%-30.9pp | 69.6%-28.7pp |
| Annual return | -5.74% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $400 | $1,296-69.1% | $4,022-90.0% | $2,381-83.2% |
| Participant deferral / active EE | $1,079 | $2,280-52.7% | $3,344-67.7% | $3,470-68.9% |
| Admin fee / account holder | $2,525 | $3,501-27.9% | $5,019-49.7% | $4,888-48.3% |