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 | $30,925 | $45,863-32.6% | $77,024-59.9% | $68,494-54.9% |
| Participation rate | 44.4% | 55.9%-11.5pp | 67.9%-23.5pp | 67.9%-23.4pp |
| Annual return | -17.27% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,599 | $1,650-3.1% | $2,812-43.1% | $2,596-38.4% |
| Participant deferral / active EE | $2,627 | $2,962-11.3% | $4,426-40.7% | $4,027-34.8% |
| Admin fee / account holder | $1,664 | $3,041-45.3% | $5,425-69.3% | $5,403-69.2% |