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 | $58,662 | $71,883-18.4% | $86,677-32.3% | $68,494-14.4% |
| Participation rate | 52.3% | 72.2%-19.9pp | 76.6%-24.3pp | 67.9%-15.6pp |
| Annual return | -6.50% | 3.52%-10.0pp | 35.91%-42.4pp | -7.84%+1.3pp |
| Employer contribution / active EE | $1,496 | $2,173-31.2% | $2,836-47.3% | $2,596-42.4% |
| Participant deferral / active EE | $3,412 | $3,779-9.7% | $4,656-26.7% | $4,027-15.3% |
| Admin fee / account holder | $8,820 | $6,112+44.3% | $7,493+17.7% | $5,403+63.3% |