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 | $28,290 | $49,280-42.6% | $67,313-58.0% | $64,186-55.9% |
| Participation rate | 49.1% | 60.8%-11.7pp | 69.1%-20.0pp | 69.6%-20.4pp |
| Annual return | -7.45% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $758 | $1,668-54.5% | $2,566-70.4% | $2,381-68.1% |
| Participant deferral / active EE | $1,904 | $2,484-23.4% | $3,568-46.7% | $3,470-45.1% |
| Admin fee / account holder | $3,957 | $3,863+2.4% | $4,507-12.2% | $4,888-19.1% |