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 | $74,697 | $54,229+37.7% | $70,092+6.6% | $68,494+9.1% |
| Participation rate | 44.6% | 64.5%-19.9pp | 70.5%-25.9pp | 67.9%-23.3pp |
| Annual return | -9.24% | -13.87%+4.6pp | 190.73%-200.0pp | -7.84%-1.4pp |
| Employer contribution / active EE | $854 | $2,018-57.7% | $2,559-66.6% | $2,596-67.1% |
| Participant deferral / active EE | $1,685 | $2,956-43.0% | $3,849-56.2% | $4,027-58.2% |
| Admin fee / account holder | $2,407 | $4,694-48.7% | $6,267-61.6% | $5,403-55.5% |