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 | $14,573 | $42,383-65.6% | $76,523-81.0% | $64,186-77.3% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | -6.11% | -16.54%+10.4pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,818 | $2,566+204.6% | $3,835+103.8% | $3,470+125.3% |
| Admin fee / account holder | $1,301 | $3,198-59.3% | $4,848-73.2% | $4,888-73.4% |