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 | $49,732 | $64,707-23.1% | $112,228-55.7% | $68,494-27.4% |
| Participation rate | 26.9% | 67.2%-40.3pp | 75.1%-48.2pp | 67.9%-41.0pp |
| Annual return | -14.85% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,325 | $2,746-51.7% | $3,635-63.5% | $2,596-49.0% |
| Participant deferral / active EE | $2,767 | $3,565-22.4% | $4,728-41.5% | $4,027-31.3% |
| Admin fee / account holder | $13,107 | $5,232+150.5% | $6,410+104.5% | $5,403+142.6% |