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 | $47,295 | $49,280-4.0% | $67,313-29.7% | $64,186-26.3% |
| Participation rate | 52.9% | 60.8%-7.8pp | 69.1%-16.1pp | 69.6%-16.6pp |
| Annual return | -7.38% | -1.39%-6.0pp | -4.08%-3.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $681 | $1,668-59.2% | $2,566-73.4% | $2,381-71.4% |
| Participant deferral / active EE | $2,195 | $2,484-11.6% | $3,568-38.5% | $3,470-36.7% |
| Admin fee / account holder | $1,796 | $3,863-53.5% | $4,507-60.2% | $4,888-63.3% |