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 | $121,539 | $73,004+66.5% | $90,749+33.9% | $68,494+77.4% |
| Participation rate | 32.7% | 70.8%-38.2pp | 75.7%-43.0pp | 67.9%-35.2pp |
| Annual return | -15.41% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $906 | $2,193-58.7% | $2,921-69.0% | $2,596-65.1% |
| Participant deferral / active EE | $2,209 | $3,627-39.1% | $4,564-51.6% | $4,027-45.1% |
| Admin fee / account holder | $65,904 | $5,896+1017.8% | $8,445+680.4% | $5,403+1119.8% |