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 | $184,982 | $48,265+283.3% | $68,791+168.9% | $68,494+170.1% |
| Participation rate | 25.0% | 60.7%-35.7pp | 69.0%-44.0pp | 67.9%-42.9pp |
| Annual return | -16.76% | -12.71%-4.1pp | -6.38%-10.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,401 | $2,867-51.1% | $3,941-64.5% | $4,027-65.2% |
| Admin fee / account holder | $2,750 | $4,355-36.9% | $4,932-44.2% | $5,403-49.1% |