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 | $21,006 | $76,000-72.4% | $154,107-86.4% | $64,186-67.3% |
| Participation rate | 68.1% | 70.4%-2.3pp | 83.0%-15.0pp | 69.6%-1.5pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,064 | $3,351-68.2% | $5,298-79.9% | $2,381-55.3% |
| Participant deferral / active EE | $2,192 | $3,175-31.0% | $5,081-56.9% | $3,470-36.8% |
| Admin fee / account holder | $10,547 | $5,596+88.5% | $13,411-21.4% | $4,888+115.8% |