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 | $67,638 | $73,867-8.4% | $143,757-52.9% | $68,494-1.2% |
| Participation rate | 51.9% | 66.7%-14.8pp | 80.3%-28.5pp | 67.9%-16.0pp |
| Annual return | -18.58% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,004 | $3,184-68.5% | $4,951-79.7% | $2,596-61.3% |
| Participant deferral / active EE | $5,981 | $3,384+76.7% | $5,637+6.1% | $4,027+48.5% |
| Admin fee / account holder | $922 | $5,755-84.0% | $14,673-93.7% | $5,403-82.9% |