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 | $47,059 | $64,707-27.3% | $112,228-58.1% | $68,494-31.3% |
| Participation rate | 37.3% | 67.2%-29.8pp | 75.1%-37.7pp | 67.9%-30.6pp |
| Annual return | -14.34% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $801 | $2,746-70.8% | $3,635-78.0% | $2,596-69.1% |
| Participant deferral / active EE | $1,792 | $3,565-49.7% | $4,728-62.1% | $4,027-55.5% |
| Admin fee / account holder | $2,358 | $5,232-54.9% | $6,410-63.2% | $5,403-56.4% |