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 | $35,895 | $95,193-62.3% | $76,523-53.1% | $135,375-73.5% |
| Participation rate | 64.3% | 74.4%-10.1pp | 68.0%-3.7pp | 82.6%-18.4pp |
| Annual return | -8.89% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,265 | $3,302-31.4% | $2,647-14.5% | $4,779-52.6% |
| Participant deferral / active EE | $2,367 | $4,639-49.0% | $3,835-38.3% | $5,609-57.8% |
| Admin fee / account holder | $647 | $6,249-89.7% | $4,848-86.7% | $10,827-94.0% |