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 | $98,281 | $25,979+278.3% | $71,735+37.0% | $68,494+43.5% |
| Participation rate | 35.0% | 54.5%-19.5pp | 62.3%-27.3pp | 67.9%-32.9pp |
| Annual return | -15.07% | -15.10%0pp | 9.14%-24.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $532 | $900-40.9% | $1,704-68.8% | $2,596-79.5% |
| Participant deferral / active EE | $1,357 | $1,522-10.8% | $2,658-48.9% | $4,027-66.3% |
| Admin fee / account holder | $1,496 | $2,022-26.0% | $3,974-62.4% | $5,403-72.3% |