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 | $32,443 | $87,540-62.9% | $75,781-57.2% | $125,391-74.1% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -3.04% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,279 | $3,930-67.5% | $3,323-61.5% | $4,866-73.7% |
| Participant deferral / active EE | $1,764 | $4,229-58.3% | $3,651-51.7% | $5,352-67.0% |
| Admin fee / account holder | $7,505 | $6,502+15.4% | $5,299+41.6% | $9,540-21.3% |