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 | $36,993 | $48,265-23.4% | $68,791-46.2% | $68,494-46.0% |
| Participation rate | 48.6% | 60.7%-12.0pp | 69.0%-20.4pp | 67.9%-19.2pp |
| Annual return | -16.04% | -12.71%-3.3pp | -6.38%-9.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,340 | $1,829-26.7% | $2,655-49.5% | $2,596-48.4% |
| Participant deferral / active EE | $3,847 | $2,867+34.2% | $3,941-2.4% | $4,027-4.5% |
| Admin fee / account holder | $3,595 | $4,355-17.5% | $4,932-27.1% | $5,403-33.5% |