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 8-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 | $95,788 | $64,707+48.0% | $112,228-14.6% | $68,494+39.8% |
| Participation rate | 29.8% | 67.2%-37.4pp | 75.1%-45.3pp | 67.9%-38.1pp |
| Annual return | -18.01% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,284 | $2,746-53.3% | $3,635-64.7% | $2,596-50.6% |
| Participant deferral / active EE | $2,153 | $3,565-39.6% | $4,728-54.5% | $4,027-46.5% |
| Admin fee / account holder | $2,835 | $5,232-45.8% | $6,410-55.8% | $5,403-47.5% |