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 | $22,744 | $45,863-50.4% | $77,024-70.5% | $68,494-66.8% |
| Participation rate | 30.8% | 55.9%-25.1pp | 67.9%-37.1pp | 67.9%-37.1pp |
| Annual return | -15.34% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $902 | $1,650-45.3% | $2,812-67.9% | $2,596-65.3% |
| Participant deferral / active EE | $2,619 | $2,962-11.6% | $4,426-40.8% | $4,027-35.0% |
| Admin fee / account holder | $833 | $3,041-72.6% | $5,425-84.7% | $5,403-84.6% |