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 | $37,487 | $64,707-42.1% | $112,228-66.6% | $68,494-45.3% |
| Participation rate | 58.5% | 67.2%-8.6pp | 75.1%-16.5pp | 67.9%-9.4pp |
| Annual return | -16.78% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,171 | $2,746-20.9% | $3,635-40.3% | $2,596-16.4% |
| Participant deferral / active EE | $5,036 | $3,565+41.3% | $4,728+6.5% | $4,027+25.0% |
| Admin fee / account holder | $1,762 | $5,232-66.3% | $6,410-72.5% | $5,403-67.4% |