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 | $34,255 | $81,900-58.2% | $119,609-71.4% | $68,494-50.0% |
| Participation rate | 57.6% | 71.9%-14.3pp | 79.3%-21.7pp | 67.9%-10.3pp |
| Annual return | -16.51% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,866 | $2,693-30.7% | $4,232-55.9% | $2,596-28.1% |
| Participant deferral / active EE | $3,552 | $4,148-14.4% | $5,602-36.6% | $4,027-11.8% |
| Admin fee / account holder | $3,108 | $6,582-52.8% | $10,323-69.9% | $5,403-42.5% |