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 | $80,987 | $77,813+4.1% | $123,544-34.4% | $64,186+26.2% |
| Participation rate | 44.8% | 74.7%-29.9pp | 82.3%-37.5pp | 69.6%-24.7pp |
| Annual return | -2.29% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $576 | $3,014-80.9% | $4,628-87.5% | $2,381-75.8% |
| Participant deferral / active EE | $4,837 | $5,240-7.7% | $6,426-24.7% | $3,470+39.4% |
| Admin fee / account holder | $12,282 | $5,519+122.6% | $9,284+32.3% | $4,888+151.3% |