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 | $60,431 | $62,603-3.5% | $104,294-42.1% | $66,914-9.7% |
| Participation rate | 39.8% | 59.6%-19.8pp | 73.3%-33.4pp | 69.8%-30.0pp |
| Annual return | -13.61% | -14.70%+1.1pp | 24.61%-38.2pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,471 | $1,972-25.4% | $3,372-56.4% | $2,544-42.2% |
| Participant deferral / active EE | $3,748 | $2,853+31.4% | $4,625-19.0% | $4,237-11.5% |
| Admin fee / account holder | $22,217 | $656+3288.6% | $7,339+202.7% | $593+3644.9% |