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 | $34,756 | $73,867-52.9% | $143,757-75.8% | $68,494-49.3% |
| Participation rate | 51.4% | 66.7%-15.2pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | -14.02% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,285 | $3,184-59.6% | $4,951-74.0% | $2,596-50.5% |
| Participant deferral / active EE | $2,771 | $3,384-18.1% | $5,637-50.8% | $4,027-31.2% |
| Admin fee / account holder | $1,369 | $5,755-76.2% | $14,673-90.7% | $5,403-74.7% |