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 | $22,441 | $67,331-66.7% | $60,874-63.1% | $134,475-83.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.1%-35.6pp | 81.2%-43.7pp |
| Annual return | -14.77% | 49.93%-64.7pp | 16.90%-31.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $696 | $3,096-77.5% | $2,701-74.2% | $4,740-85.3% |
| Participant deferral / active EE | $2,617 | $4,538-42.3% | $3,817-31.4% | $6,400-59.1% |
| Admin fee / account holder | $473 | $4,582-89.7% | $3,224-85.3% | $11,426-95.9% |