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 | $26,244 | $95,862-72.6% | $79,550-67.0% | $134,475-80.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -17.89% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,696 | $3,128-45.8% | $2,413-29.7% | $4,740-64.2% |
| Participant deferral / active EE | $3,010 | $4,693-35.9% | $3,985-24.5% | $6,400-53.0% |
| Admin fee / account holder | $4,274 | $9,126-53.2% | $6,832-37.4% | $11,426-62.6% |