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 | $26,454 | $86,699-69.5% | $73,307-63.9% | $125,391-78.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 74.9%-17.8pp | 83.2%-26.0pp |
| Annual return | -0.14% | 2.78%-2.9pp | 5.67%-5.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,776 | $4,152-57.2% | $3,237-45.1% | $4,866-63.5% |
| Participant deferral / active EE | $2,740 | $5,550-50.6% | $4,991-45.1% | $5,352-48.8% |
| Admin fee / account holder | $29,067 | $7,771+274.0% | $5,637+415.7% | $9,540+204.7% |