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 | $37,682 | $64,707-41.8% | $112,228-66.4% | $68,494-45.0% |
| Participation rate | 62.8% | 67.2%-4.4pp | 75.1%-12.3pp | 67.9%-5.1pp |
| Annual return | -13.18% | -11.40%-1.8pp | 27.45%-40.6pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,144 | $2,746+14.5% | $3,635-13.5% | $2,596+21.1% |
| Participant deferral / active EE | $7,072 | $3,565+98.4% | $4,728+49.6% | $4,027+75.6% |
| Admin fee / account holder | $1,084 | $5,232-79.3% | $6,410-83.1% | $5,403-79.9% |