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 | $20,192 | $43,723-53.8% | $121,196-83.3% | $64,186-68.5% |
| Participation rate | 51.4% | 58.3%-6.9pp | 71.7%-20.3pp | 69.6%-18.1pp |
| Annual return | -6.91% | 68.91%-75.8pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,180 | $1,296-8.9% | $4,022-70.6% | $2,381-50.4% |
| Participant deferral / active EE | $2,644 | $2,280+16.0% | $3,344-20.9% | $3,470-23.8% |
| Admin fee / account holder | $4,486 | $3,501+28.1% | $5,019-10.6% | $4,888-8.2% |