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 | $48,075 | $64,707-25.7% | $112,228-57.2% | $68,494-29.8% |
| Participation rate | 65.9% | 67.2%-1.3pp | 75.1%-9.2pp | 67.9%-2.0pp |
| Annual return | -15.28% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $770 | $2,746-72.0% | $3,635-78.8% | $2,596-70.3% |
| Participant deferral / active EE | $2,388 | $3,565-33.0% | $4,728-49.5% | $4,027-40.7% |
| Admin fee / account holder | $2,097 | $5,232-59.9% | $6,410-67.3% | $5,403-61.2% |