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 | $30,664 | $46,674-34.3% | $117,472-73.9% | $68,494-55.2% |
| Participation rate | 66.3% | 56.8%+9.5pp | 70.6%-4.3pp | 67.9%-1.6pp |
| Annual return | -10.82% | -14.52%+3.7pp | 29.74%-40.6pp | -7.84%-3.0pp |
| Employer contribution / active EE | $420 | $1,505-72.1% | $4,176-90.0% | $2,596-83.8% |
| Participant deferral / active EE | $1,871 | $2,636-29.0% | $4,070-54.0% | $4,027-53.6% |
| Admin fee / account holder | $2,627 | $4,020-34.7% | $5,645-53.5% | $5,403-51.4% |