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 | $38,392 | $42,894-10.5% | $60,874-36.9% | $68,494-43.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 73.1%-33.1pp | 67.9%-27.9pp |
| Annual return | -16.85% | -13.98%-2.9pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $978 | $1,978-50.6% | $2,701-63.8% | $2,596-62.3% |
| Participant deferral / active EE | $3,715 | $2,867+29.6% | $3,817-2.7% | $4,027-7.8% |
| Admin fee / account holder | $4,693 | $3,101+51.3% | $3,224+45.5% | $5,403-13.1% |