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 | $58,924 | $64,707-8.9% | $112,228-47.5% | $68,494-14.0% |
| Participation rate | 63.8% | 67.2%-3.4pp | 75.1%-11.3pp | 67.9%-4.1pp |
| Annual return | -15.76% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,075 | $3,565-13.7% | $4,728-35.0% | $4,027-23.7% |
| Admin fee / account holder | $4,052 | $5,232-22.5% | $6,410-36.8% | $5,403-25.0% |