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 | $46,906 | $81,900-42.7% | $119,609-60.8% | $68,494-31.5% |
| Participation rate | 53.3% | 71.9%-18.6pp | 79.3%-25.9pp | 67.9%-14.6pp |
| Annual return | -18.00% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,309 | $2,693-14.3% | $4,232-45.5% | $2,596-11.1% |
| Participant deferral / active EE | $4,971 | $4,148+19.9% | $5,602-11.3% | $4,027+23.4% |
| Admin fee / account holder | $5,564 | $6,582-15.5% | $10,323-46.1% | $5,403+3.0% |