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 | $42,577 | $46,674-8.8% | $117,472-63.8% | $68,494-37.8% |
| Participation rate | 45.7% | 56.8%-11.0pp | 70.6%-24.8pp | 67.9%-22.1pp |
| Annual return | -15.98% | -14.52%-1.5pp | 29.74%-45.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $526 | $1,505-65.0% | $4,176-87.4% | $2,596-79.7% |
| Participant deferral / active EE | $1,693 | $2,636-35.8% | $4,070-58.4% | $4,027-58.0% |
| Admin fee / account holder | $1,095 | $4,020-72.8% | $5,645-80.6% | $5,403-79.7% |