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 8-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 | $50,879 | $95,971-47.0% | $74,550-31.8% | $135,375-62.4% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -3.44% | 56.96%-60.4pp | 32.53%-36.0pp | 519.73%-523.2pp |
| Employer contribution / active EE | $721 | $2,716-73.4% | $1,961-63.2% | $4,779-84.9% |
| Participant deferral / active EE | $4,463 | $3,843+16.1% | $3,108+43.6% | $5,609-20.4% |
| Admin fee / account holder | $67,324 | $6,522+932.3% | $5,060+1230.6% | $10,827+521.8% |