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 | $26,861 | $71,883-62.6% | $86,677-69.0% | $68,494-60.8% |
| Participation rate | 39.0% | 72.2%-33.2pp | 76.6%-37.6pp | 67.9%-28.9pp |
| Annual return | -13.42% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,105 | $2,173-49.2% | $2,836-61.1% | $2,596-57.5% |
| Participant deferral / active EE | $2,386 | $3,779-36.9% | $4,656-48.8% | $4,027-40.8% |
| Admin fee / account holder | $9,227 | $6,112+51.0% | $7,493+23.1% | $5,403+70.8% |