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 | $41,917 | $54,350-22.9% | $82,719-49.3% | $68,494-38.8% |
| Participation rate | 60.3% | 63.9%-3.6pp | 72.6%-12.2pp | 67.9%-7.5pp |
| Annual return | -15.05% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $489 | $2,218-78.0% | $3,009-83.8% | $2,596-81.2% |
| Participant deferral / active EE | $2,439 | $3,246-24.9% | $4,395-44.5% | $4,027-39.4% |
| Admin fee / account holder | $4,092 | $4,395-6.9% | $5,329-23.2% | $5,403-24.3% |