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 | $41,010 | $73,004-43.8% | $90,749-54.8% | $68,494-40.1% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -13.67% | -13.81%+0.1pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $793 | $2,193-63.8% | $2,921-72.8% | $2,596-69.5% |
| Participant deferral / active EE | $2,172 | $3,627-40.1% | $4,564-52.4% | $4,027-46.1% |
| Admin fee / account holder | $390 | $5,896-93.4% | $8,445-95.4% | $5,403-92.8% |