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 | $32,314 | $43,327-25.4% | $59,878-46.0% | $64,186-49.7% |
| Participation rate | 35.5% | 69.2%-33.7pp | 74.7%-39.2pp | 69.6%-34.1pp |
| Annual return | -4.02% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,356 | $2,546+31.8% | $3,402-1.3% | $3,470-3.3% |
| Admin fee / account holder | $2,134 | $3,005-29.0% | $3,590-40.6% | $4,888-56.3% |