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 | $24,578 | $37,393-34.3% | $77,024-68.1% | $66,914-63.3% |
| Participation rate | 52.7% | 52.9%-0.1pp | 67.9%-15.2pp | 69.8%-17.1pp |
| Annual return | -18.74% | -3.29%-15.5pp | 42.32%-61.1pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,127 | $1,531-26.4% | $2,812-59.9% | $2,544-55.7% |
| Participant deferral / active EE | $2,367 | $2,617-9.6% | $4,426-46.5% | $4,237-44.1% |
| Admin fee / account holder | $432 | $567-23.8% | $5,425-92.0% | $593-27.2% |