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 | $111,946 | $167,307-33.1% | $143,757-22.1% | $134,475-16.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -3.99% | 0.46%-4.5pp | -0.04%-4.0pp | 417.96%-422.0pp |
| Employer contribution / active EE | $1,506 | $5,619-73.2% | $4,951-69.6% | $4,740-68.2% |
| Participant deferral / active EE | $10,990 | $6,446+70.5% | $5,637+95.0% | $6,400+71.7% |
| Admin fee / account holder | $1,379 | $18,088-92.4% | $14,673-90.6% | $11,426-87.9% |