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 | $41,523 | $100,754-58.8% | $86,677-52.1% | $134,475-69.1% |
| Participation rate | 31.6% | 78.9%-47.4pp | 76.6%-45.0pp | 81.2%-49.6pp |
| Annual return | -19.42% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $905 | $3,489-74.1% | $2,836-68.1% | $4,740-80.9% |
| Participant deferral / active EE | $2,743 | $5,338-48.6% | $4,656-41.1% | $6,400-57.1% |
| Admin fee / account holder | $357 | $10,926-96.7% | $7,493-95.2% | $11,426-96.9% |