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 | $25,882 | $64,707-60.0% | $112,228-76.9% | $68,494-62.2% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.5pp |
| Annual return | -12.76% | -11.40%-1.4pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,805 | $2,746-34.3% | $3,635-50.4% | $2,596-30.5% |
| Participant deferral / active EE | $3,908 | $3,565+9.6% | $4,728-17.3% | $4,027-3.0% |
| Admin fee / account holder | $8,091 | $5,232+54.6% | $6,410+26.2% | $5,403+49.8% |