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 | $28,660 | $54,726-47.6% | $68,793-58.3% | $64,186-55.3% |
| Participation rate | 30.8% | 68.0%-37.3pp | 72.2%-41.5pp | 69.6%-38.8pp |
| Annual return | -6.04% | -1.62%-4.4pp | -4.63%-1.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,070 | $2,626-59.3% | $3,311-67.7% | $3,470-69.2% |
| Admin fee / account holder | $2,545 | $4,027-36.8% | $5,131-50.4% | $4,888-47.9% |