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 | $39,506 | $142,344-72.2% | $119,609-67.0% | $134,475-70.6% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -9.58% | -12.44%+2.9pp | -14.97%+5.4pp | 417.96%-427.5pp |
| Employer contribution / active EE | $4,313 | $5,222-17.4% | $4,232+1.9% | $4,740-9.0% |
| Participant deferral / active EE | $6,237 | $6,469-3.6% | $5,602+11.3% | $6,400-2.5% |
| Admin fee / account holder | $41,759 | $13,584+207.4% | $10,323+304.5% | $11,426+265.5% |