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 | $10,848 | $48,265-77.5% | $68,791-84.2% | $68,494-84.2% |
| Participation rate | 69.0% | 60.7%+8.3pp | 69.0%-0.1pp | 67.9%+1.1pp |
| Annual return | -17.22% | -12.71%-4.5pp | -6.38%-10.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,735 | $1,829-5.1% | $2,655-34.6% | $2,596-33.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $377 | $4,355-91.3% | $4,932-92.4% | $5,403-93.0% |