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 | $29,383 | $69,010-57.4% | $159,960-81.6% | $68,494-57.1% |
| Participation rate | 52.5% | 65.4%-12.9pp | 78.0%-25.5pp | 67.9%-15.4pp |
| Annual return | -17.47% | -9.65%-7.8pp | 408.60%-426.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,519 | $2,213-31.4% | $4,226-64.0% | $2,596-41.5% |
| Participant deferral / active EE | $4,188 | $4,212-0.6% | $6,182-32.3% | $4,027+4.0% |
| Admin fee / account holder | $3,077 | $4,798-35.9% | $8,698-64.6% | $5,403-43.1% |