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 | $25,073 | $85,790-70.8% | $67,313-62.8% | $135,375-81.5% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.1%-23.6pp | 82.6%-37.2pp |
| Annual return | -5.49% | -0.54%-4.9pp | -4.08%-1.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,356 | $3,487-61.1% | $2,566-47.1% | $4,779-71.6% |
| Participant deferral / active EE | $1,907 | $4,651-59.0% | $3,568-46.5% | $5,609-66.0% |
| Admin fee / account holder | $4,106 | $6,392-35.8% | $4,507-8.9% | $10,827-62.1% |