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 | $19,809 | $42,894-53.8% | $60,874-67.5% | $68,494-71.1% |
| Participation rate | 65.1% | 66.8%-1.7pp | 73.1%-8.0pp | 67.9%-2.8pp |
| Annual return | -14.40% | -13.98%-0.4pp | 16.90%-31.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $883 | $1,978-55.4% | $2,701-67.3% | $2,596-66.0% |
| Participant deferral / active EE | $2,322 | $2,867-19.0% | $3,817-39.2% | $4,027-42.3% |
| Admin fee / account holder | $1,738 | $3,101-44.0% | $3,224-46.1% | $5,403-67.8% |