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 | $84,191 | $77,813+8.2% | $123,544-31.9% | $64,186+31.2% |
| Participation rate | 40.0% | 74.7%-34.7pp | 82.3%-42.3pp | 69.6%-29.6pp |
| Annual return | -3.02% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $617 | $3,014-79.5% | $4,628-86.7% | $2,381-74.1% |
| Participant deferral / active EE | $3,084 | $5,240-41.1% | $6,426-52.0% | $3,470-11.1% |
| Admin fee / account holder | $7,946 | $5,519+44.0% | $9,284-14.4% | $4,888+62.6% |