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 | $29,803 | $54,229-45.0% | $70,092-57.5% | $68,494-56.5% |
| Participation rate | 63.6% | 64.5%-0.9pp | 70.5%-6.8pp | 67.9%-4.3pp |
| Annual return | -18.23% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,197 | $2,018-40.7% | $2,559-53.2% | $2,596-53.9% |
| Participant deferral / active EE | $3,207 | $2,956+8.5% | $3,849-16.7% | $4,027-20.4% |
| Admin fee / account holder | $17,714 | $4,694+277.4% | $6,267+182.7% | $5,403+227.9% |