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 | $38,612 | $42,894-10.0% | $60,874-36.6% | $68,494-43.6% |
| Participation rate | 67.2% | 66.8%+0.5pp | 73.1%-5.9pp | 67.9%-0.6pp |
| Annual return | -15.64% | -13.98%-1.7pp | 16.90%-32.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,653 | $1,978-16.5% | $2,701-38.8% | $2,596-36.4% |
| Participant deferral / active EE | $2,615 | $2,867-8.8% | $3,817-31.5% | $4,027-35.1% |
| Admin fee / account holder | $8,261 | $3,101+166.4% | $3,224+156.2% | $5,403+52.9% |