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 | $32,599 | $52,681-38.1% | $75,781-57.0% | $59,632-45.3% |
| Participation rate | 45.0% | 67.2%-22.2pp | 75.8%-30.8pp | 68.7%-23.7pp |
| Annual return | -2.77% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $865 | $2,193-60.6% | $3,323-74.0% | $2,203-60.7% |
| Participant deferral / active EE | $1,583 | $2,591-38.9% | $3,651-56.6% | $3,192-50.4% |
| Admin fee / account holder | $13,988 | $3,610+287.5% | $5,299+164.0% | $4,297+225.5% |