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 | $26,258 | $45,863-42.7% | $77,024-65.9% | $68,494-61.7% |
| Participation rate | 29.9% | 55.9%-26.1pp | 67.9%-38.1pp | 67.9%-38.0pp |
| Annual return | -14.99% | 1.72%-16.7pp | 42.32%-57.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $363 | $1,650-78.0% | $2,812-87.1% | $2,596-86.0% |
| Participant deferral / active EE | $1,439 | $2,962-51.4% | $4,426-67.5% | $4,027-64.3% |
| Admin fee / account holder | $12,696 | $3,041+317.6% | $5,425+134.0% | $5,403+135.0% |