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 | $62,791 | $71,883-12.6% | $86,677-27.6% | $68,494-8.3% |
| Participation rate | 67.3% | 72.2%-4.9pp | 76.6%-9.2pp | 67.9%-0.5pp |
| Annual return | -17.44% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,936 | $2,173-10.9% | $2,836-31.7% | $2,596-25.4% |
| Participant deferral / active EE | $3,520 | $3,779-6.8% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $2,195 | $6,112-64.1% | $7,493-70.7% | $5,403-59.4% |