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 | $16,970 | $56,484-70.0% | $169,463-90.0% | $64,186-73.6% |
| Participation rate | 59.5% | 64.5%-5.1pp | 77.8%-18.3pp | 69.6%-10.1pp |
| Annual return | -3.15% | -1.55%-1.6pp | 1.83%-5.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,775 | $1,832-3.1% | $4,159-57.3% | $2,381-25.4% |
| Participant deferral / active EE | $2,961 | $3,448-14.1% | $5,277-43.9% | $3,470-14.7% |
| Admin fee / account holder | $747 | $4,174-82.1% | $9,109-91.8% | $4,888-84.7% |