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 | $27,376 | $71,883-61.9% | $86,677-68.4% | $68,494-60.0% |
| Participation rate | 35.9% | 72.2%-36.3pp | 76.6%-40.7pp | 67.9%-32.0pp |
| Annual return | -14.23% | 3.52%-17.8pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,448 | $2,173-33.3% | $2,836-48.9% | $2,596-44.2% |
| Participant deferral / active EE | $2,556 | $3,779-32.3% | $4,656-45.1% | $4,027-36.5% |
| Admin fee / account holder | $3,203 | $6,112-47.6% | $7,493-57.3% | $5,403-40.7% |