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 | $40,617 | $57,354-29.2% | $83,848-51.6% | $64,186-36.7% |
| Participation rate | 60.7% | 68.6%-7.9pp | 76.1%-15.4pp | 69.6%-8.9pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,786 | $2,545-29.8% | $3,631-50.8% | $2,381-25.0% |
| Participant deferral / active EE | $3,140 | $2,993+4.9% | $4,082-23.1% | $3,470-9.5% |
| Admin fee / account holder | $1,258 | $4,046-68.9% | $5,478-77.0% | $4,888-74.3% |