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 | $124,440 | $71,883+73.1% | $86,677+43.6% | $68,494+81.7% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -17.21% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $590 | $2,173-72.9% | $2,836-79.2% | $2,596-77.3% |
| Participant deferral / active EE | $2,546 | $3,779-32.6% | $4,656-45.3% | $4,027-36.8% |
| Admin fee / account holder | $5,848 | $6,112-4.3% | $7,493-22.0% | $5,403+8.2% |