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 | $53,644 | $42,383+26.6% | $76,523-29.9% | $64,186-16.4% |
| Participation rate | 54.1% | 58.1%-4.1pp | 68.0%-13.9pp | 69.6%-15.5pp |
| Annual return | -7.29% | -16.54%+9.2pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,883 | $1,563+20.5% | $2,647-28.9% | $2,381-20.9% |
| Participant deferral / active EE | $5,124 | $2,566+99.7% | $3,835+33.6% | $3,470+47.7% |
| Admin fee / account holder | $11,305 | $3,198+253.5% | $4,848+133.2% | $4,888+131.3% |