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 | $38,682 | $57,354-32.6% | $83,848-53.9% | $64,186-39.7% |
| Participation rate | 63.9% | 68.6%-4.7pp | 76.1%-12.3pp | 69.6%-5.7pp |
| Annual return | -3.25% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,813 | $2,545-28.8% | $3,631-50.1% | $2,381-23.8% |
| Participant deferral / active EE | $3,009 | $2,993+0.5% | $4,082-26.3% | $3,470-13.3% |
| Admin fee / account holder | $47,226 | $4,046+1067.3% | $5,478+762.1% | $4,888+866.2% |