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 | $45,753 | $82,664-44.7% | $125,339-63.5% | $68,494-33.2% |
| Participation rate | 53.8% | 75.0%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -14.88% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,426 | $3,381-57.8% | $4,814-70.4% | $2,596-45.1% |
| Participant deferral / active EE | $3,308 | $6,110-45.9% | $7,446-55.6% | $4,027-17.9% |
| Admin fee / account holder | $3,276 | $6,275-47.8% | $10,010-67.3% | $5,403-39.4% |