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 | $52,745 | $167,307-68.5% | $143,757-63.3% | $134,475-60.8% |
| Participation rate | 41.2% | 84.8%-43.6pp | 80.3%-39.1pp | 81.2%-40.0pp |
| Annual return | -17.97% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,732 | $5,619-69.2% | $4,951-65.0% | $4,740-63.5% |
| Participant deferral / active EE | $4,781 | $6,446-25.8% | $5,637-15.2% | $6,400-25.3% |
| Admin fee / account holder | $513 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |