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 | $173,125 | $82,286+110.4% | $68,791+151.7% | $134,475+28.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -18.56% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,235 | $4,739-73.9% | $3,941-68.7% | $6,400-80.7% |
| Admin fee / account holder | $12,421 | $6,481+91.7% | $4,932+151.8% | $11,426+8.7% |