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 | $45,552 | $85,790-46.9% | $67,313-32.3% | $135,375-66.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 6.90% | -0.54%+7.4pp | -4.08%+11.0pp | 519.73%-512.8pp |
| Employer contribution / active EE | $2,072 | $3,487-40.6% | $2,566-19.2% | $4,779-56.6% |
| Participant deferral / active EE | $3,390 | $4,651-27.1% | $3,568-5.0% | $5,609-39.6% |
| Admin fee / account holder | $80,973 | $6,392+1166.7% | $4,507+1696.7% | $10,827+647.9% |