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 | $30,126 | $50,958-40.9% | $74,550-59.6% | $64,186-53.1% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.1%-9.9pp | 69.6%-10.3pp |
| Annual return | -6.82% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,057 | $2,301+76.3% | $3,108+30.5% | $3,470+16.9% |
| Admin fee / account holder | $4,649 | $4,223+10.1% | $5,060-8.1% | $4,888-4.9% |