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 6-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 | $28,387 | $59,805-52.5% | $79,550-64.3% | $68,494-58.6% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.5%-6.7pp | 67.9%-5.1pp |
| Annual return | 29.96% | -12.30%+42.3pp | 0.16%+29.8pp | -7.84%+37.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,624 | $3,024+19.8% | $3,985-9.1% | $4,027-10.0% |
| Admin fee / account holder | $343 | $4,835-92.9% | $6,832-95.0% | $5,403-93.7% |