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 | $26,311 | $62,586-58.0% | $76,768-65.7% | $64,186-59.0% |
| Participation rate | 69.8% | 72.8%-3.0pp | 77.0%-7.2pp | 69.6%+0.2pp |
| Annual return | -6.53% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,359 | $1,832-25.8% | $2,485-45.3% | $2,381-42.9% |
| Participant deferral / active EE | $2,364 | $3,145-24.8% | $3,852-38.6% | $3,470-31.9% |
| Admin fee / account holder | $4,319 | $4,667-7.5% | $6,675-35.3% | $4,888-11.6% |