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 | $26,411 | $45,863-42.4% | $77,024-65.7% | $68,494-61.4% |
| Participation rate | 35.9% | 55.9%-20.0pp | 67.9%-32.0pp | 67.9%-32.0pp |
| Annual return | -17.00% | 1.72%-18.7pp | 42.32%-59.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,762 | $1,650+6.8% | $2,812-37.4% | $2,596-32.2% |
| Participant deferral / active EE | $4,407 | $2,962+48.8% | $4,426-0.4% | $4,027+9.4% |
| Admin fee / account holder | $835 | $3,041-72.5% | $5,425-84.6% | $5,403-84.5% |