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 | $26,630 | $152,509-82.5% | $117,472-77.3% | $134,475-80.2% |
| Participation rate | 43.5% | 77.1%-33.6pp | 70.6%-27.1pp | 81.2%-37.7pp |
| Annual return | -4.40% | 52.99%-57.4pp | 29.74%-34.1pp | 417.96%-422.4pp |
| Employer contribution / active EE | $921 | $5,571-83.5% | $4,176-78.0% | $4,740-80.6% |
| Participant deferral / active EE | $1,046 | $4,818-78.3% | $4,070-74.3% | $6,400-83.7% |
| Admin fee / account holder | $674 | $7,004-90.4% | $5,645-88.1% | $11,426-94.1% |